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Joel Clinton Peterson

WHITMAN/PETERSON, LLC·WESTLAKE VILLAGE, California
Unclaimed Profile
3075 TOWNSGATE ROAD, WESTLAKE VILLAGE, CA 91361CRD# 5526837Firm CRD# 296087
01

About

Joel Clinton Peterson is a registered financial advisor based in WESTLAKE VILLAGE, California, affiliated with WHITMAN/PETERSON, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WHITMAN/PETERSON, LLC
WHITMAN/PETERSON, LLC
AUM
$1.7B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at WHITMAN/PETERSON, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5526837
Firm CRD# 296087
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joel Clinton Peterson offer?
Joel Clinton Peterson specializes in Retirement Planning. Contact their office in WESTLAKE VILLAGE, California for a consultation.
What are Joel Clinton Peterson's credentials?
Joel Clinton Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel Clinton Peterson located?
Joel Clinton Peterson is based in WESTLAKE VILLAGE, California, working with WHITMAN/PETERSON, LLC. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.
How does Joel Clinton Peterson charge for services?
Joel Clinton Peterson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITMAN/PETERSON, LLC?
WHITMAN/PETERSON, LLC has approximately 22 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WHITMAN/PETERSON, LLC

Jason Carter Johnson
WESTLAKE VILLAGE, CA
Robert Adams Whitman
WESTLAKE VILLAGE, CA
Clinton Randall Peterson
WESTLAKE VILLAGE, CA
Nicole Kristen Whitman
WESTLAKE VILLAGE, CA
Weston Warner Whitman
WESTLAKE VILLAGE, CA

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Research
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