Taylor Lee Peterson

Employer firm

Per Stirling Capital Management, LLC CRD 151671

$1.57B regulatory AUM 90 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2015 → 05/2021
  Richard W. Paul & Associates, Llc
  Novi, MI
• 05/2016 → 12/2018
  Gf Investment Services Llc
  Sarasota, FL
• 01/2016 → 05/2021
  Midwest Financial Consultants, Inc.
  Novi, MI
• 05/2021 → Present
  Per Stirling Capital Management, Llc
  Austin, TX
• 06/2021 → Present
  B. B. Graham & Co.
  Austin, TX

Previous Registrations

• 2015-11-04 → 2021-05-13
  Richard W. Paul & Associates, Llc
  Novi, MI
• 2015-10-14 → 2015-10-14
  First Heartland Consultants, Inc.
  Bloomfield Hills, MI
• 2014-09-04 → 2015-08-18
  Per Stirling Capital Management, Llc
  Austin, TX

Other Businesses

ADDITIONAL OUTSIDE BUSINESS ACTIVITIES APPROVED BY PER STIRLING CAPITAL MANAGEMENT, LLC: B. B. GRAHAM & CO, INC.; INVESTMENT RELATED; ADDRESS: 4800 BEE CAVES ROAD, AUSTIN TX 7874; NATURE OF BUSINESS: BROKER DEALER, POSITION: REGISTERED REPRESENTATIVE, START DATE: 06/2021 ADDITIONAL OUTSIDE BUSINESS ACTIVITIES APPROVED BY B. B. GRAHAM & CO, INC.: PER STIRLING CAPITAL MANAGEMENT, LLC; INVESTMENT RELATED; ADDRESS: 4800 BEE CAVES ROAD, AUSTIN TX 7874; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISOR; POSITION: COMPLIANCE SPECIALIST/INVESTMENT ADVISOR REPRESENTATIVE; START DATE: 05/2021

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-08-05
• S65 Uniform Investment Adviser Law Examination
  2014-08-25

Designations

• Certified Financial Planner

Other Names

• Taylor Lee Jacobs