Gary PetersonCRD Number: 6329383
Current Firm: Wells Fargo Clearing Services, LLC
Gary Peterson (CRD# 6329383) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Bellevue, WA and has over 3 years of experience in the finance industry.
Brighton Jones LLC
|Wells Fargo Clearing Services, LLC||Bellevue, WA||Nov 2016 - Current||1|
|Wells Fargo Advisors, LLC||Bellevue, WA||Apr 2014 - Nov 2016||2|
|Wells Fargo||Mercer Island, WA||Jul 2012 - Apr 2014||1|
|Wells Fargo||Redmond, WA||Jul 2011 - Jul 2012||1|
|Wells Fargo||Sammamish, WA||Sep 2010 - Jul 2011||< 1|
|Wells Fargo Financial||Yakima, WA||Mar 2010 - Sep 2010||< 1|
|Wells Fargo Financial||Bellevue, WA||Jun 2008 - Mar 2010||1|
|Nordstrom||Seattle, WA||Jun 2005 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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