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DP

Devin R. Peterson

BRIGHTER RETIREMENT ADVISORS LLC
Lehi, UT 84043
Some features on this profile are disabled
CRD#: 6413484
DP

Professional summary

Devin Ray Peterson, who also goes by Devin Peterson, is a registered financial advisor currently at BRIGHTER RETIREMENT ADVISORS LLC located in Lehi, Utah.

Devin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Devin has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Devin 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.
Devin Ray Peterson is a licensed insurance agent. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Brighter Retirement Advisors LLC always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any representative of Brighter Retirement Advisors LLC in such individual's outside capacities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devin Ray 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®
None

Experience

Current

September 8, 2022 - Present

BRIGHTER RETIREMENT ADVISORS LLC

Office #1: 2000 Ashton Blvd Ste. 120, Lehi, UT 84043
RIA
CRD#: 321746
Lehi, UT
Past

January 5, 2018 - September 8, 2022

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
LEHI, UT
Past

July 13, 2015 - December 31, 2017

ALLEGIS INVESTMENT ADVISORS, LLC

RIA
CRD#: 157314
OREM, UT

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
(3/27/2024)
IAR
Utah
(9/8/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/9/2015
Uniform Investment Adviser Law Examination

Current Firm

BR
BRIGHTER RETIREMENT ADVISORS LLC
BRIGHTER RETIREMENT ADVISORS LLC

CRD#: 321746 / SEC#:

Texas
Registered Investment Advisory firm - (3/27/2024 Conditional Restricted)
Utah
Registered Investment Advisory firm - (9/8/2022 Approved)
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Contact information

Main Address
2000 Ashton Blvd Ste. 120, Lehi, UT 84043
Mailing Address
Phone number
(801) 901-0987
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts290
AUM (Assets Under Management)$ 46,741,908

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.

Company Information

BRIGHTER RETIREMENT ADVISORS LLC

CRD#: 321746Lehi, UT 84043

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