Nancy Peterson
Nancy Peterson is a registered investment advisor at Bolton Global Asset Management, based in Custer, WA, with 28 years of industry experience. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 6,977 clients with $7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BGAM offers investment management services where fees are negotiable between you and your advisor. The maximum fee is 2.5% of your portfolio value. Fees are typically billed quarterly, deducted directly from your account. BGAM may also assess a fee to cover ticket or transactional fees they are assessed because of a trade in your account.
Location
Custer, WA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2015Other Business Activities
Nancy is the co-owner and president of Amity Wealth Management, Inc., an entity created to operate securities and investment advisory businesses. She also works as an Investment Advisor Representative of Bolton Global Asset Management, doing business as Amity Wealth Management, spending nearly full-time on this activity.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global Capital
Bolton Global CapitalBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Barclays Capital INC.
Barclays Capital INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
Atlas One Financial Advisors, LLC
Atlas One Financial Group, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Barnett Investments, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
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.