Marvin Peterson
Marvin Peterson is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Clayton, MO, with 43 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
231 South Bemiston, Suite 550, Clayton, MO, 63105
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business Activities
Marvin has ownership stakes in two investment-related entities: Portico Wealth Management LLC (25% ownership) and Marvin J. Peterson LLC (100% ownership). He dedicates a full-time commitment to each entity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
Painewebber IncorporatedBroker
Newhard, Cook & CO. IncorporatedBroker
First Jersey Securities, INC.Broker
State Registrations35 states
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