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MP

Margaret J. Pigg

PETERSON WEALTH SERVICES
SOUTH OGDEN, UT 84405
Some features on this profile are disabled
CRD#: 6479452
MP

Professional summary

Margaret Jane Pigg, who also goes by Maggie Smith, Margaret Jane Smith, Margaret J Smith, is a registered financial advisor currently at PETERSON WEALTH SERVICES INC. located in South Ogden, Utah.

Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Margaret has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Maggie Smith | Margaret Jane Smith | Margaret J Smith

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)Name of Business : Utah Divorce Planning LLC Address: 1523 E. Skyline Drive Suite C,South Ogden, UT Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Employee Investment Related:No Start Date: 08/26/2016 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Relationship Manager

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Margaret Jane Pigg's CRS (Customer Relationship Summary).
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

May 31, 2024 - Present

PETERSON WEALTH SERVICES INC.

Office #1: 1523 East Skyline Drive Suite C, South Ogden, UT 84405
RIA
CRD#: 288620
SOUTH OGDEN, UT
Past

October 5, 2020 - June 2, 2023

PETERSON WEALTH SERVICES INC.

RIA
CRD#: 288620
SOUTH OGDEN, UT
Past

November 1, 2019 - October 2, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
SOUTH OGDEN, UT
Past

August 24, 2015 - October 2, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
SOUTH OGDEN, UT

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
Utah
(5/31/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/29/2019
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/9/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/11/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/24/2015
General Securities Representative Examination

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2A BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts1,604
AUM (Assets Under Management)$ 462,660,842

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

PETERSON WEALTH SERVICES INC.

CRD#: 288620South Ogden, UT 84405

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