Financial ADVSR advisor directory · SEC adviser records
Peterson Wealth Advisors, LLC financial advisors in Orem, UT
Every SEC-registered investment adviser representative at a Peterson Wealth Advisors, LLC office in Orem, A to Z.
13 registered advisors work at Peterson Wealth Advisors, LLC in Orem, out of 13 at the firm nationwide; it ranks number 3 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Peterson Wealth Advisors, LLC advisors in Orem, A to Z
Every Peterson Wealth Advisors, LLC advisor →- Alexander P. CallCertified Financial Planner
- Thomas G. ChallisInvestment adviser rep
- Michael R. HamptonInvestment adviser rep
- Kristen HudspethInvestment adviser rep
- Alek R. JohnsonInvestment adviser rep
- Jeffrey D. LindsayCertified Financial Planner
- Alison M. McFaddenInvestment adviser rep
- Scott MuhlesteinInvestment adviser rep
- Scott M. PetersonChartered Financial Consultant
- Daniel M. RuskeCertified Financial Planner
- Jeffrey A. SevyInvestment adviser rep
- Zachary L. SwensonInvestment adviser rep
- Kaden V. WatersCertified Financial Planner
Peterson Wealth Advisors, LLC advisors in every city and state →Peterson Wealth Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Orem
All Orem advisors →Diversify Wealth Management, LLC 17Transamerica Financial Advisors, LLC 16Squire Wealth Advisors 11Blue Barn Wealth 7Strategic Advisers LLC 7Momentum Wealth Management 6Exponent Wealth LLC 5Keeler Thomas Management LLC 4Raymond James Financial Services Advisors, Inc. 4Savvy 4Morgan Stanley 3Sandlot Private Wealth LLC 3
Questions
How many financial advisors does Peterson Wealth Advisors, LLC have in Orem?
13 investment adviser representatives are registered at Peterson Wealth Advisors, LLC offices in Orem, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Peterson Wealth Advisors, LLC one of the largest advisor employers in Orem?
Peterson Wealth Advisors, LLC ranks number 3 in Orem by registered advisors; Diversify Wealth Management, LLC has the most, with 17.
How do I check a Peterson Wealth Advisors, LLC advisor in Orem?
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 Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.