Rees Petersen
Rees Petersen is a CFA-designated registered investment advisor at Raymond James & Associates, INC., based in Salt Lake City, UT, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
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IM Fee
Assets Under Management
Fee Structure
Location
Salt Lake City, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations10 states
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