John S. Peterson
Professional summary
John Sidney Peterson, CFP®, ChFC®, CLU® is a registered financial advisor currently at CORNERS FINANCIAL PLANNING, LLC located in Peachtree Corners, Georgia.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. John has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Sidney Peterson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2011
Experience
November 13, 2018 - Present
CORNERS FINANCIAL PLANNING, LLC
Office #1: 5425 Peachtree Parkway, Peachtree Corners, GA 30092January 2, 2009 - September 11, 2023
DEMPSEY FINANCIAL NETWORK, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/13/2018)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
CORNERS FINANCIAL PLANNING, LLC
CRD#: 298700 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 35 |
| AUM (Assets Under Management) | $ 1,549,575 |
Red Flags
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