Thomas Peterson
Thomas Peterson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clearwater, FL, with 12 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
28050 U.S. 19 Noth, #304, Clearwater, FL, 33761
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is a professor/teacher for the Association of Financial Educators, dedicating minimal time to this role. He also works as an associate/employee and financial advisor for Peterson Wealth Management, taking about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Franklin/templeton Distributors, INC.Broker
State Registrations19 states
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