Peterson Wealth Advisory, LLC

Peterson Wealth Advisory, LLC (CRD# 148303) is a financial advisory firm headquartered in Crossville, TN. They manage $27,975,345 in 67 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
186 Hwy 70 E, Crossville, TN 38555
https://www.facebook.com/pwaplanner
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $417,542
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TN, TX

Financial Advisors at Peterson Wealth Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Christopher Peterson, financial advisor Crossville TN
Christopher G. Peterson
CRD#: 5227687
186 Hwy 70 E, Crossville, TN 38555

Christopher Peterson (CRD# 5227687) is an Investment Advisor Representative working at Peterson Wealth Advisory, LLC in Crossville, TN and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals