Kyong Peterson
Kyong Peterson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in El Paso, TX, with 21 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
4110 Rio Bravo Street, Suite 111, El Paso, TX, 79902
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Regulatory History
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 →Other Business Activities
Kyong is a board and committee member of the YWCA Foundation, overseeing investments and cash flow. This activity takes a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations21 states
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