David PetersonCRD Number: 3100799
Current Firm: Cetera Advisor Networks LLC
David Peterson (CRD# 3100799) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Omaha, NE and has over 23 years of experience in the finance industry.
Ubs Financial Services Inc.
Td Ameritrade, Inc.
|Cetera Advisor Networks||El Segundo, CA||Apr 2021 - Current||< 1|
|Advisornet Financial||Minneapolis, MN||Apr 2021 - Current||< 1|
|Securities America, Inc.||La Vista, NE||Aug 2018 - Apr 2021||2|
|Sii Investments, Inc.||Appleton, WI||Apr 2006 - Jul 2018||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S66||NASAA Uniform Combined State Law Examination||Nov 2018|
Total Assets Under Management25,817MILLIONS
Total Number of Accounts81,004ACCOUNTS
Average Account Value$318,708
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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