DP
DP

Donald Peterson

38 Years of Experience
Sparks, NV
2 DisclosuresBrokerSells Insurance

Donald Peterson is a registered investment advisor, based in Sparks, NV, with 38 years of industry experience.

Location

2255 Green Vista Drive, Suite 403, Sparks, NV, 89431

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History

Regulatory History (2)
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Customer Dispute
November 2002
Denied
Customer Dispute
April 2001
Denied
Other Business ActivitiesSells Insurance

Donald is the owner and chief investment officer of Peterson Wealth Management, dedicating nearly full-time hours to investment advisory services. He also works as an insurance agent selling annuities and life insurance, spending about 10-20% of his time on this activity, and is a registered representative for M.S. Howells & Co. Finally, Donald is an assistant coach for a Reno ice hockey team, spending a few hours per week on this non-investment related activity.

Employment History
Current Registrations
M. S. Howells & CO.Broker
January 2020 - Present · 6 yrs 4 mos
Peterson Wealth Management, LLC
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
First Allied Advisory Services, INC.
January 2015 - December 2019 · 4 yrs 11 mos
First Allied Securities, INC.Broker
January 2007 - December 2019 · 12 yrs 11 mos
Wachovia Securities Financial Network, LLCBroker
December 2004 - December 2006 · 2 yrs
Edward JonesBroker
November 1987 - December 2004 · 17 yrs 1 mo
State Registrations19 states
AZCACOCTGAIAIDINLAMNMONVORPATNTXUTWAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.