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Paul Peterson

INTERSECT CAPITAL LLC·SAN RAMON, California
Unclaimed Profile
12657 ALCOSTA BOULEVARD, SAN RAMON, CA 94583CRD# 6398352Firm CRD# 122418
01

About

Paul Peterson is a registered financial advisor based in SAN RAMON, California, affiliated with INTERSECT CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INTERSECT CAPITAL LLC
INTERSECT CAPITAL LLC
AUM
$1.3B
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at INTERSECT CAPITAL LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6398352
Firm CRD# 122418
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Peterson offer?
Paul Peterson specializes in Financial Planning, Investment Management. Contact their office in SAN RAMON, California for a consultation.
What are Paul Peterson's credentials?
Paul Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Peterson located?
Paul Peterson is based in SAN RAMON, California, working with INTERSECT CAPITAL LLC. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.
How does Paul Peterson charge for services?
Paul Peterson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTERSECT CAPITAL LLC?
INTERSECT CAPITAL LLC has approximately 4 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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