Alexander Parkinson Call

Employer firm

Peterson Wealth Advisors, LLC CRD 146349

$830M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 09/2014 → 03/2017
  Learnvest Inc
  Scottsdale, AZ
• 04/2017 → 09/2018
  Drive Wealth Advisers Llc
  Lehi, UT
• 09/2018 → Present
  Peterson Wealth Advisors, Llc
  Orem, UT
• 01/2021 → Present
  Peterson Wealth Advisors, Llc
  Orem, UT

Previous Registrations

• 2017-04-21 → 2018-10-01
  Drive Wealth Advisers
  Lehi, UT
• 2015-01-21 → 2017-04-03
  Learnvest Planning Services, Llc
  Scottsdale, AZ
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-16

Designations

• Certified Financial Planner

Other Names

• Alex Parkinson Call