David Petersen
David Petersen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Woods Cross, UT, with 28 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
563 West 500 South, Suite 215, Woods Cross, UT, 84010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works as a professor/teacher at Deer Valley Resort, dedicating a few hours per week. He is also the officer and president of Vista Wealth, LLC, using it for tax purposes and spending minimal time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Discover Brokerage Direct, INC.Broker
Mony Securities CorporationBroker
Fidelity Brokerage Services, INC.Broker
State Registrations8 states
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