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Mark Philip Whitaker

PETERSON WEALTH ADVISORS, LLC·OREM, Utah
Unclaimed Profile
360 WEST 920 NORTH, OREM, UT 84057CRD# 6407468Firm CRD# 146349
01

About

Mark Philip Whitaker 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
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# 6407468
Firm CRD# 146349
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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