Brent Peterson

32 Years of Experience

Boise, ID

1 DisclosureBroker

Brent Peterson is a registered investment advisor at D.A. Davidson & CO., based in Boise, ID, with 32 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

D.A. Davidson & CO.

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

686 advisors

IM Fee

Planning only

Assets Under Management

$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

101 South Capitol Boulevard, Suite 1800, Boise, ID, 83702

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2008

Denied

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

D.A. Davidson & CO.Broker

September 2019 - Present · 6 yrs 8 mos

D.A. Davidson & CO.

September 2019 - Present · 6 yrs 8 mos

Previous Registrations

RBC Capital Markets, LLC

May 2008 - October 2019 · 11 yrs 5 mos

RBC Capital Markets, LLCBroker

May 2008 - October 2019 · 11 yrs 5 mos

Primevest Financial Services, INC.

March 2006 - May 2008 · 2 yrs 2 mos

Primevest Financial Services, INC.Broker

April 2003 - May 2008 · 5 yrs 1 mo

U.S. Bancorp Piper Jaffray INC.Broker

October 2000 - March 2003 · 2 yrs 5 mos

U.S. Bancorp Investments, INC.Broker

September 1997 - March 2003 · 5 yrs 6 mos

U.S. Bancorp SecuritiesBroker

August 1993 - September 1997 · 4 yrs 1 mo

State Registrations17 states

AZCACOFLHIIDLAMIMTNENVNYORSCUTWAWI

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.

More financial advisors in Boise, ID →All financial advisors in Idaho →