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Alexander Parkinson Call

PETERSON WEALTH ADVISORS, LLC·OREM, Utah
Series 65Clean record11 years registeredPETERSON 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 · 11 years registered
Brand Profile
Not yet started
01

Career History

PETERSON WEALTH ADVISORS, LLC
Oct 2018 – present
DRIVE WEALTH ADVISERS
Apr 2017 – Oct 2018
LEHI, UT
LEARNVEST PLANNING SERVICES, LLC
Jan 2015 – Apr 2017
SCOTTSDALE, AZ
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 21, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PETERSON WEALTH ADVISORS, LLC
CRD 146349 · SEC 801-68917
AUM
$567M
Regulatory assets under management
Employees
10
1,588 client accounts
Services offered by PETERSON WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PETERSON WEALTH ADVISORS, LLC →
Introduction

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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
ChFC
Jeffrey Dean Lindsay
OREM, UT
Mark Philip Whitaker
OREM, UT

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