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Taylor Lee Peterson

PER Stirling Capital Management, LLC

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About Taylor Lee Peterson

Taylor Peterson is an investment advisor representative with Per Stirling Capital Management, LLC. Taylor has been in the industry since 2014 and has experience with First Heartland Capital, Inc., B.B. Graham & Company, Inc., and G.F. Investment Services, LLC. Taylor holds Series 7, 63, and 65 licenses and is a Certified Financial Planner. Taylor is a compliance associate for Per Stirling Capital Management, LLC, and assists the Senior Compliance Manager with daily tasks. Taylor specializes in providing financial planning services to individuals and businesses.

Firm Information

Taylor Peterson is currently registered with PER Stirling Capital Management, LLC. PER Stirling Capital Management, LLC is an investment advisor registered with the SEC and located in Austin, TX. The firm manages approximately $1 billion - $10 billion in assets for a range of clients, including individuals, corporations, charitable organizations, and high-net-worth individuals. PER Stirling provides portfolio management services, financial planning, and selection of other advisors.
PER Stirling Capital Management, LLC

4800 BEE CAVES ROAD

AUSTIN, TX 78746

$1.21B

Assets Under Management

70

Total Clients

28

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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other

Promoter fees

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Taylor Peterson’s Registration & Firm History

TX

06/08/2021 - Present

PER Stirling Capital Management, LLC (AUSTIN TX)

GA

05/06/2016 - 12/31/2018

G.F. INVESTMENT SERVICES, LLC (MCDONOUGH GA)

MI

10/08/2015 - 10/23/2015

FIRST HEARTLAND CAPITAL, INC. (BLOOMFIELD HILLS MI)

TX

03/31/2015 - 07/23/2015

B.B. GRAHAM & COMPANY, INC. (AUSTIN TX)

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Licenses & Designations

BC

Issued 08/05/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/25/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Taylor Lee Peterson.
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