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Mark Philip Whitaker

PETERSON WEALTH ADVISORS, LLC·OREM, Utah
SIE, Series 7, Series 66Clean record10 years registeredPETERSON WEALTH ADVISORS, LLC
360 WEST 920 NORTH, OREM, UT 84057CRD# 6407468Firm CRD# 146349

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Philip Whitaker · OREM, UT
Registration
CRD #6407468 · PETERSON WEALTH ADVISORS, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

RETIREMENT ADVICE LLC
Apr 2023 – present
PETERSON WEALTH ADVISORS, LLC
Nov 2015 – Mar 2023
OREM, UT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · November 24, 2015
Years registered · 10
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 Mark Philip Whitaker offer?
Mark Philip Whitaker specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OREM, Utah for a consultation.
What are Mark Philip Whitaker's credentials?
Mark Philip Whitaker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Philip Whitaker located?
Mark Philip Whitaker 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 Mark Philip Whitaker charge for services?
Mark Philip Whitaker'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
Alexander Parkinson Call
OREM, UT
Jeffrey Dean Lindsay
OREM, UT

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