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Billy Cade Peterson

PETERSON WEALTH SERVICES INC.·SOUTH OGDEN, Utah
SIE, Series 3, Series 7, Series 9, Series 10, Series 63, Series 65CFP26 years registeredPETERSON WEALTH SERVICES INC.
1523 EAST SKYLINE DRIVE SUITE C, SOUTH OGDEN, UT 84405CRD# 2747152Firm CRD# 288620

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Billy Cade Peterson · SOUTH OGDEN, UT
Registration
CRD #2747152 · PETERSON WEALTH SERVICES INC. · 26 years registered
Brand Profile
Not yet started
01

Career History

PETERSON WEALTH SERVICES INC.
Sep 2020 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Oct 2009 – Oct 2020
SOUTH OGDEN, UT
MORGAN STANLEY SMITH BARNEY LLC
Jun 2009 – Oct 2009
SALT LAKE CITY, UT
CITIGROUP GLOBAL MARKETS INC.
Oct 1999 – Jun 2009
SALT LAKE CITY, UT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 9
Series 10
Series 63
Series 65
Registration record
First registered · October 5, 1999
Years registered · 26
Professional designation · CFP
03

Disclosure History

2009Employment Separation After Allegations
2008Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
PETERSON WEALTH SERVICES INC.
CRD 288620 · SEC 801-119303
AUM
$394M
Regulatory assets under management
Employees
7
391 client accounts
Services offered by PETERSON WEALTH SERVICES INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PETERSON WEALTH SERVICES INC. →
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05

Frequently Asked Questions

What services does Billy Cade Peterson offer?
Billy Cade Peterson specializes in Financial Planning, Investment Management. Contact their office in SOUTH OGDEN, Utah for a consultation.
What are Billy Cade Peterson's credentials?
Billy Cade Peterson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Billy Cade Peterson located?
Billy Cade Peterson is based in SOUTH OGDEN, Utah, working with PETERSON WEALTH SERVICES INC.. Their office serves clients in the SOUTH OGDEN metropolitan area and surrounding communities.
How does Billy Cade Peterson charge for services?
Billy Cade Peterson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PETERSON WEALTH SERVICES INC.?
PETERSON WEALTH SERVICES INC. has approximately 7 employees and manages $394M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Utah
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Research
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