Chad Peterson is a registered investment advisor, based in Las Cruces, NM, with 15 years of industry experience.
Location
1005 S Telshor Blvd, Las Cruces, NM, 88011
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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 →Other Business ActivitiesSells Insurance
Chad owns Chad Peterson's Insurance Agency, an insurance agency affiliated with State Farm. He spends about half his time servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Vp Management CORP.
July 2023 - Present · 3 yrs 2 mos
State Farm Vp Management CORP.Broker
July 2023 - Present · 3 yrs 2 mos
State Farm Investment Management CORP.
June 2023 - Present · 3 yrs 3 mos
Previous Registrations
Madison Avenue Securities, LLC
December 2018 - July 2019 · 7 mos
Madison Avenue Securities, LLCBroker
April 2018 - July 2019 · 1 yr 3 mos
Fbl Marketing Services, LLCBroker
May 2006 - April 2018 · 11 yrs 11 mos
State Registrations3 states
AZNMTX
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.