MP
MP
Micol Peterson
22 Years of Experience
St Petersburg, FL
Broker
Micol Peterson is a registered investment advisor at Cetera Investment Advisers LLC, based in St Petersburg, FL, with 22 years of industry experience. Micol operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
8250 M L King Jr St N, St Petersburg, FL, 33702
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2014 - Present · 11 yrs 11 mos
Cetera Investment Services LLCBroker
May 2014 - Present · 12 yrs
Previous Registrations
Bb&t Investment Services, INC.
August 2008 - May 2014 · 5 yrs 9 mos
Bb&t Investment Services, INC.Broker
May 2008 - May 2014 · 6 yrs
Bb&t Investment Services, INC.Broker
June 1999 - October 2003 · 4 yrs 4 mos
State Registrations2 states
ALFL
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.