William Peterson, financial advisor Jackson CA

William Peterson

CRD Number: 5600402
Current Firm: Brookstone Capital Management LLC

William Peterson (CRD# 5600402) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Jackson, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Brookstone Capital Management Wheaton, IL Sep 2008 - Current 15
William Peterson Pioneer, CA Oct 2006 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for William M. Peterson
Phone Number: 630-653-1400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    8,843
    MILLIONS
  • Total Number of Accounts
    68,500
    ACCOUNTS
  • Average Account Value
    $129,089
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV

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