Billy C. Peterson
PETERSON WEALTH SERVICES
SOUTH OGDEN, UT 84405
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CRD#: 2747152
Professional summary
Billy Cade Peterson, CFP® is a registered financial advisor currently at PETERSON WEALTH SERVICES INC. located in South Ogden, Utah.
Billy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Billy has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) BHP PROPERTIES LLC ADDRESS: SOUTH OGDEN, UT NATURE: RENTAL REAL ESTATE POSITION: PROPRIETOR/OWNER INVESTMENT RELATED:NO START DATE: 07/15/2015 HRS PER BUSINESS: 2 HRS PER MONTH TRADING HOURS: 1 DUTIES:Own and Maintain commercial building. Leased to Peterson Wealth Svcs. 2) Utah Divorce Planning- DIVORCE PLANNING SERVICES ADDRESS: OGDEN, UT NATURE OF THE BUSINESS: CERTIFIED DIVORCE FINANCIAL ANALYST POSITION/TITLE: CERTIFIED DIVORCE FINANCIAL ANALYST INVESTMENT RELATED:NO START DATE: 04/01/2015 HRS PER MONTH : 10 TRADING HOURS: 5 DESCRIPTION OF DUTIES: ASSIST CLIENTS WITH DIVORCE RELATED ANALYSIS AND HELP THEM DETERMINE THE MOST EFFICIENT AND SUITABLE DIVORCE SETTLEMENT. 3) LIVASTRIDE YOUTH FOUNDATION ADDRESS: SOUTH OGDEN, UT NON PROFIT ORG. - FOUNDER/LEADERSHIP DIRECTOR; INVESTMENT RELATED:NO START DATE: 05/03/2010 20 HRS A MONTH 4 DURING TRADING TIME DESCRIPTION OF DUTIES: I FOUNDED THIS NON-PROFIT AND SERVE ON THE BOARD AS DIRECTORS. 4) Peterson Wealth Services Inc. Address: South Ogden, UT Nature: Support Company/DBA (Owner) Position: Owner Investment Related: No Start Date: 10/01/2009 Hrs per month devoted to this business: 0 Hrs trading hours: 0 Description of duties: No Start Date: 01/01/2017 Hours devoted to this business: 35 Hours devoted during trading hours 6) Peterson Real Estate Enterprises LLC Address: 622 Meadow Creek Way, Morgan, UT Nature of the Business: Real Estate Brokerage/Agent Position/Title: Owner Investment Related: Yes Start Date: 05/10/2010 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Land Owner 7) Buckway Ranch LLC Address: ,Morgan, UT Nature: Business Owner Position: Owner Investment Related: No Start Date: 09/09/2016 Hrs devoted 0 Hrs devoted during trading hrs: 5 duties: Buy and run race horses. Breed and raise foals. Sell horses. Enter horses in various 8) Utah Divorce Planning, LLC - Managing Member & Certified Divorce Financial Analyst: Hrs per week- 2 8) Board seat for PDFJ (Permanently Disabled Jockeys Fund) 9) Successor TTEE: for Spencer Peterson Revocable Trust 10) Successor TTEE: for Larie Hannum Revocable Trust 11) Successor TTEE: for Ben Peterson Revocable Trust
CRS (Client Relationship Summary) - RIA
Click below to view Billy Cade Peterson'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®
CFP®
Start date: 2006
Experience
Current
September 29, 2020 - Present
PETERSON WEALTH SERVICES INC.
Office #1: 1523 East Skyline Drive Suite C, South Ogden, UT 84405RIA
CRD#: 288620
SOUTH OGDEN, UT
Past
October 14, 2009 - October 2, 2020
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
SOUTH OGDEN, UT
Past
October 1, 2009 - October 2, 2020
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
SOUTH OGDEN, UT
Past
June 1, 2009 - October 29, 2009
MORGAN STANLEY
RIA
CRD#: 149777
SALT LAKE CITY, UT
Past
June 1, 2009 - October 29, 2009
MORGAN STANLEY
BD
CRD#: 149777
SALT LAKE CITY, UT
Past
October 5, 1999 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
SALT LAKE CITY, UT
Past
September 2, 1999 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
SALT LAKE CITY, UT
Past
October 30, 1996 - September 15, 1999
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PETERSON WEALTH SERVICES INC.
PETERSON WEALTH SERVICES INC.
CRD#: 288620 / SEC#: 801-119303
RIA
Registered Investment Advisory firm - (8/17/2020 Approved)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(9/29/2020)
IAR
Utah(10/5/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
PW
PETERSON WEALTH SERVICES INC.
PETERSON WEALTH SERVICES INC.
CRD#: 288620 / SEC#: 801-119303
RIA
Registered Investment Advisory firm - (8/17/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1523 East Skyline Drive Suite C, South Ogden, UT 84405
Mailing Address
Phone number
(801) 475-4002
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,604 |
| AUM (Assets Under Management) | $ 462,660,842 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PETERSON WEALTH SERVICES INC.
CRD#: 288620South Ogden, UT 84405TRUST BUT VERIFY
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