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Tremaine Thomas Peterson

Fisher Investments

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About Tremaine Thomas Peterson

Tremaine Peterson is an investment advisor representative with Fisher Investments, a firm that manages over $298 billion in assets. Tremaine is registered to provide investment advisory services in Texas and Washington. Tremaine specializes in providing financial planning and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Tremaine has been in the industry for over 5 years. Previously, Tremaine worked at J.P. Morgan Securities LLC in Salt Lake City, Utah. Tremaine holds a Series 63, Series 65 and a Series 6TO license.

Firm Information

Tremaine Peterson is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

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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percentage of assets

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

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performance-based fees

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

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Tremaine Peterson’s Registration & Firm History

TX

03/07/2024 - Present

Fisher Investments (PLANO TX)

UT

11/16/2021 - 09/05/2023

J.P. MORGAN SECURITIES LLC (SALT LAKE CITY UT)

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Licenses & Designations

IA

Issued 03/07/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/02/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/16/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/29/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tremaine Thomas Peterson.
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