Ronald Petersen is a registered investment advisor at Petersen and Hicks, based in Campbell, CA, with 38 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Petersen and Hicks does not charge a percentage of your portfolio for investment advice. Instead, they charge a flat fee for their Investment Portfolio Advisory Services, which will not typically exceed $10,000. The specific fee will be detailed in your advisory agreement and is negotiable.
Location
1901 S. Bascom Ave, #1400, Campbell, CA, 95008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ronald is involved with Petersen & Hicks for accounting/tax preparation and as a registered investment advisor, both since 2020. Ronald also owns an insurance business since 1990.
Employment History
Current Registrations
Petersen and Hicks
Previous Registrations
First Allied Securities, INC.Broker
Grant Bettingen, INC.Broker
Shearson Lehman Hutton INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.