linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Douglas Bradley Peterson

Adams Wealth Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Douglas? Claim Your Profile

About Douglas Bradley Peterson

Douglas Peterson is a financial advisor at Adams Wealth Advisors. Douglas has been in the industry since 2015. Douglas is a Certified Financial Planner and specializes in financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Douglas has a Series 3, 7, and 66 license and is registered to provide investment advice in Utah and Texas.

Firm Information

Douglas Peterson is currently registered with Adams Wealth Advisors. Adams Wealth Advisors is an investment advisory firm based in Logan, UT. The firm provides financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. They serve a variety of client types, including high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm has approximately $603 million in assets under management.
Adams Wealth Advisors

701 S MAIN

LOGAN, UT 84321

$603.49M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Douglas Peterson’s Registration & Firm History

UT

08/28/2020 - Present

Adams Wealth Advisors (LOGAN UT)

UT

09/07/2018 - 01/31/2020

KOVACK SECURITIES INC. (OGDEN UT)

UT

08/22/2015 - 09/06/2018

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

Not sure if Douglas Bradley Peterson is right for you?

Licenses & Designations

BOTH

Issued 04/18/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/31/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/15/2023

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Douglas Bradley Peterson.
Not sure if Douglas Bradley Peterson is right for you?