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CFP

Larry Howland Peterson

Amicus Financial Advisors, LLC
17 Years of Experience
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Amicus Financial Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
696 clients
Average Client Portfolio
$734K average
Assets Under Management
$511.2M

Fee Structure

Location

2975 Executive Pkwy, Box 194, Lehi, UT, 84043

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History

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.

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Employment History
Current Registrations
Amicus Financial Advisors, LLC
May 2008 - Present · 17 yrs 9 mos
State Registrations3 states
NMTXUT
Advisor
Exams
No exam information available for this advisor.
Larry Howland Peterson - Financial Advisor | TrueAdvisor