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. Christopher Peterson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6063492
Lpl Financial LLC
CRD# 2612805
Lpl Financial LLC
CRD# 5500222
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peterson Wealth Advisory, LLC | Crossville, TN | Sep 2008 - Current | 15 |
| Cravens & Company | Cookeville, TN | Apr 2016 - Sep 2016 | < 1 |
| Cravens & Company Advisors, LLC | Crossville, TN | Apr 2016 - Sep 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- TN
- TX
-
Total Assets Under Management28MILLIONS
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Total Number of Accounts67ACCOUNTS
-
Average Account Value$417,542
- 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
TN, TX
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