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Alexander Parkinson Call

PETERSON WEALTH ADVISORS, LLC·OREM, Utah
Clean recordPETERSON WEALTH ADVISORS, LLC
360 WEST 920 NORTH, OREM, UT 84057CRD# 6309288Firm CRD# 146349

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alexander Parkinson Call · OREM, UT
Registration
CRD #6309288 · PETERSON WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alexander Parkinson Call is a registered financial advisor based in OREM, Utah, affiliated with PETERSON WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PETERSON WEALTH ADVISORS, LLC
PETERSON WEALTH ADVISORS, LLC
AUM
$567M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at PETERSON WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6309288
Firm CRD# 146349
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alexander Parkinson Call offer?
Alexander Parkinson Call specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OREM, Utah for a consultation.
What are Alexander Parkinson Call's credentials?
Alexander Parkinson Call is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexander Parkinson Call located?
Alexander Parkinson Call is based in OREM, Utah, working with PETERSON WEALTH ADVISORS, LLC. Their office serves clients in the OREM metropolitan area and surrounding communities.
How does Alexander Parkinson Call charge for services?
Alexander Parkinson Call's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PETERSON WEALTH ADVISORS, LLC?
PETERSON WEALTH ADVISORS, LLC has approximately 10 employees and manages $567M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PETERSON WEALTH ADVISORS, LLC

Scott Martin Peterson
OREM, UT
Jeffrey Dean Lindsay
OREM, UT
Mark Philip Whitaker
OREM, UT

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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