Trever Peterson

Employer firm

Ip Financial Advisory Services LLC CRD 305772

$481M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES TO QUALIFIED RETIREMENT PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → 05/2020
  Lpl Financial, Llc
  Idaho Falls, ID
• 07/2012 → 04/2020
  East Idaho Credit Union
  Idaho Falls, ID
• 06/2020 → 06/2020
  Axa Advisors Llc
  New York, NY
• 06/2020 → 02/2023
  Equitable Advisors, Llc
  New York, NY
• 02/2023 → Present
  Innovation Partners Llc
  Charlotte, NC
• 02/2023 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC

Previous Registrations

• 2020-06-05 → 2023-02-16
  Equitable Advisors, Llc
  Salt Lake City, UT
• 2012-10-01 → 2020-05-14
  Lpl Financial Llc
  Idaho Falls, ID
  St. Anthony, ID
  Dubois, ID
  Shelley, ID
  Ammon, ID
  Ammon, ID
  Arco, ID

Other Businesses

1. APPROVED TO SELL OUTSIDE EQUITABLE NETWORK INSURANCE BUSINESS.

Exams

• S66 Uniform Combined State Law Examination
  2012-09-27
• S63 Uniform Securities Agent State Law Examination
  2006-02-09

Other Names

• Trever Peterson
• Trever C Peterson