Tami Peterson
Tami Peterson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Virginia Beach, VA, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
208 Golden Oak Ct, Ste 121, Virginia Beach, VA, 23452
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tami works as an executive assistant to a branch manager for investment-related services at The Pinnacle Group since 2019. This takes about half of Tami's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
W. S. Griffith & CO., INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
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