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Billy Cade Peterson

PETERSON WEALTH SERVICES INC.·SOUTH OGDEN, Utah
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1523 EAST SKYLINE DRIVE SUITE C, SOUTH OGDEN, UT 84405CRD# 2747152Firm CRD# 288620
01

About

Billy Cade Peterson is a registered financial advisor based in SOUTH OGDEN, Utah, affiliated with PETERSON WEALTH SERVICES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PETERSON WEALTH SERVICES INC.
PETERSON WEALTH SERVICES INC.
AUM
$394M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PETERSON WEALTH SERVICES INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2747152
Firm CRD# 288620
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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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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