Thomas Paul Peterson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2016 → Present
  Raymond James Financial Services, Inc.
  Clearwater, FL
• 04/2019 → Present
  Raymond James Financial Services Advisors Inc.
  Clearwater, FL
• 04/2018 → Present
  Peterson Wealth Management
  Clearwater, FL

Other Businesses

(1)Name of Business: Association of Financial Educators Address: Multiple/Not Yet Known , Multiple/Not Yet Known , FL, Multiple/Not Yet Known , United States Activity Type: Professor/Teacher Position/Title: Investment Related: Yes Start Date: 09/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: (2)Name of Business: Peterson Wealth Management Address: 28050 US Highway 19 N Ste 304, Clearwater, FL, 33761, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/19/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2017-01-20
• S63 Uniform Securities Agent State Law Examination
  2013-10-30

Designations

• Certified Financial Planner