HP
Harold E. Peterson
MISSION HILL ADVISORS
Austin, TX 78701
Some features on this profile are disabled
CRD#: 1605103
HP
Professional summary
Harold Everett Peterson JR, CIMA®, who also goes by Hal Peterson, is a registered financial advisor currently at MISSION HILL ADVISORS, LLC located in Austin, Texas.
Harold is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Harold has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Hal Peterson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) THE UNIVERSITY OF TEXAS AT AUSTIN MCCOMBS SCHOOL OF BUSINESS. POSITION: ADVISORY COUNCIL MEMBER. NATURE: ADVISING THE EDUCATION PROGRAM. INVESTMENT RELATED: YES. ADDRESS: 2110 SPEEDWAY, AUSTIN, TX 78705. NUMBER OF HOURS PER MONTH DEVOTED TO THE OTHER BUSINESS: 2. NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING TRADING HOURS: 0. START DATE: 03/2013. DESCRIPTION: MEMBER OF THE ADVISORY COUNCIL.
(2) THE SETON FUND. POSITION: MEMBER OF THE INVESTMENT COMMITTEE, BOARD OF TRUSTEES, AND EXECUTIVE COMMITTEE. NATURE: MEMBER /ADVISING. INVESTMENT RELATED: YES. ADDRESS: 1206 W 38TH ST # 4200, AUSTIN, TX 78705. NUMBER OF HOURS PER MONTH DEVOTED TO THE OTHER BUSINESS: 2. NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING TRADING HOURS: 0. START DATE: 01/2013. DESCRIPTION: MEMBER OF COMMITTEES/BOARDS FOR THE SETON FUND.
(3) AUSTIN COMMUNITY FOUNDATION. POSITION: GOVERNOR, MEMBER AND IMMEDIATE PAST CHAIRMAN OF THE INVESTMENT COMMITTEE, AND MEMBER OF THE GOVERNANCE COMMITTEE. NATURE: BOARD ADVISEMENT. INVESTMENT RELATED: YES. ADDRESS: 4315 GUADALUPE ST #300, AUSTIN, TX 78751. NUMBER OF HOURS PER MONTH DEVOTED TO THE OTHER BUSINESS: 2. NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING TRADING HOURS: 0. START DATE: 01/2007. DESCRIPTION: ADVISING THE AUSTIN COMMUNITY FOUNDATION.
(4) TARRYTOWN UNITED METHODIST CHURCH. POSITION: CHAIR, ENDOWMENT COMMITTEE MEMBER, AND FINANCE COMMITTEE MEMBER. NATURE: ADVISING THE CHURCH. INVESTMENT RELATED: YES. ADDRESS: 2601 EXPOSITION BLVD, AUSTIN, TX 78703. NUMBER OF HOURS PER MONTH DEVOTED TO THE OTHER BUSINESS: 2. NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING TRADING HOURS: 0. START DATE: 01/2007. DESCRIPTION: MEMBER OF THE COMMITTEES FOR THE TARRYTOWN UNITED METHODIST CHURCH.
CRS (Client Relationship Summary) - RIA
Click below to view Harold Everett Peterson JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 6, 2022 - Present
MISSION HILL ADVISORS, LLC
Office #1: 1303 San Antonio St. Suite 840, Austin, TX 78701RIA
CRD#: 171866
Austin, TX
Past
December 17, 2019 - December 31, 2021
MISSION HILL ADVISORS, LLC
RIA
CRD#: 171866
AUSTIN, TX
Past
January 14, 2019 - November 21, 2019
COLUMBIA PACIFIC WEALTH MANAGEMENT
RIA
CRD#: 156225
Austin, TX
Past
January 9, 2019 - January 12, 2019
MISSION HILL ADVISORS, LLC
RIA
CRD#: 171866
AUSTIN, TX
Past
September 16, 2014 - December 31, 2018
MISSION HILL ADVISORS, LLC
RIA
CRD#: 171866
AUSTIN, TX
Past
February 21, 2001 - May 27, 2014
MASLOW WEALTH ADVISORS
RIA
CRD#: 107722
AUSTIN, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/6/2022)
Current Firm
MH
MISSION HILL ADVISORS, LLC
CASTLE HILL ADVISORS, LLC | PETERSON, HAROLD EVERETT | MISSION HILL ADVISORS, LLC
CRD#: 171866 / SEC#: 801-117799
RIA
Registered Investment Advisory firm - (8/26/2020 Terminated)Texas
Registered Investment Advisory firm - (1/6/2022 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1303 San Antonio St. Suite 840, Austin, TX 78701
Mailing Address
Phone number
(512) 982-9933
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 95 |
| AUM (Assets Under Management) | $ 137,000,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
