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Financial ADVSR advisor directory · SEC adviser records

Peterson Wealth Services Inc. financial advisors in Utah

Every SEC-registered investment adviser representative at a Peterson Wealth Services Inc. office in Utah, by city and A to Z.

The short answer

4 registered advisors work at Peterson Wealth Services Inc. in Utah, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in South Ogden (4). 1 list the CFP designation and 0 are also registered broker representatives.

Peterson Wealth Services Inc. advisors by city in Utah

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South Ogden 4

Peterson Wealth Services Inc. advisors in Utah, A to Z

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Questions

How many Peterson Wealth Services Inc. financial advisors are in Utah?

4 investment adviser representatives are registered at Peterson Wealth Services Inc. offices in Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Utah does Peterson Wealth Services Inc. have the most advisors?

South Ogden, with 4. Peterson Wealth Services Inc. has advisors in 1 city in Utah.

How do I check a Peterson Wealth Services Inc. advisor in Utah?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Peterson Wealth Services Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.