Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucille? Claim Your ProfileLucille Angela Peterman is a financial advisor with over 20 years of experience in the industry. Lucille has a strong background in providing financial planning and portfolio management services for individuals, businesses, and retirement plans. Lucille is registered with Raymond James Financial Services Advisors, Inc., and is also a registered investment advisor in Colorado and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CO
08/02/2024 - Present
Raymond James Financial Services Advisors, Inc. (Grand Junction CO)
CO
02/28/2023 - 08/12/2024
WELLS FARGO CLEARING SERVICES, LLC (GRAND JUNCTION CO)
CO
05/09/2013 - 09/30/2022
WELLS FARGO CLEARING SERVICES, LLC (GRAND JUNCTION CO)
CO
03/25/2010 - 05/07/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLORADO SPRINGS CO)
RI
09/04/2009 - 03/05/2010
SPIRE SECURITIES, LLC (PROVIDENCE RI)
RI
05/20/2009 - 09/08/2009
PURSHE KAPLAN STERLING INVESTMENTS (PROVIDENCE RI)
RI
04/02/2007 - 05/01/2009
MORGAN STANLEY & CO. INCORPORATED (PROVIDENCE RI)
RI
12/04/2006 - 04/02/2007
MORGAN STANLEY DW INC. (PROVIDENCE RI)
CO
07/13/2006 - 11/29/2006
UBS FINANCIAL SERVICES INC. (COLORADO SPRINGS CO)
CO
04/20/2006 - 06/29/2006
A. G. EDWARDS & SONS, INC. (GREENWOOD VILLAGE CO)
RI
03/23/2006 - 04/04/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
CO
07/21/2004 - 03/16/2006
UBS FINANCIAL SERVICES INC. (DENVER CO)
NJ
09/19/2000 - 02/24/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 11/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lucille Peterman is the right advisor for you? Invested Better is here to help.
