Brian 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

• 10/1993 → Present
  Raymond James Financial Services, Inc.
  Clearwater, FL
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Clearwater, FL
• 06/2018 → Present
  Peterson Wealth Management
  Clearwater, FL

Other Businesses

(1)Name of Business: Peterson Wealth Management Address: 28050 US Highway 19 N Ste 304, Clearwater, FL, 33761, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/27/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/Principal

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-04-24

Designations

• Certified Financial Planner

Other Names

• Pete Peterson