Andrew Peterson (CRD# 5944571) is an Investment Advisor Representative working at Peterson Wealth Management, LLC in Sparks, NV and has over 5 years of experience in the finance industry.
CRD# 4862651
Schultz Financial Group Incorporated
CRD# 6226356
Edward Jones
CRD# 6133257
Atlas Peak Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M.s. Howells & Co | Scottsdale, AZ | Jan 2020 - Current | 4 |
| Peterson Wealth Management, LLC | Sparks, NV | Jan 2018 - Current | 6 |
| First Allied Securities, Inc. | San Diego, CA | Jul 2018 - Dec 2019 | 1 |
| Solleftea Hockey Club | Solleftea, | Aug 2013 - May 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2019 |
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- NV
-
Total Assets Under Management185MILLIONS
-
Total Number of Accounts951ACCOUNTS
-
Average Account Value$194,609
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, LA, NV, TX, UT
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