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Tyrell Max Peterson

Fisher Investments

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About Tyrell Max Peterson

Tyrell Max Peterson is a financial advisor with Fisher Investments. Tyrell has been in the financial industry since November of 2009 and has held licenses in both Utah and Texas. Tyrell is a registered representative in Texas. Tyrell's previous employers include Fidelity Brokerage Services LLC and Edward Jones. Tyrell specializes in providing financial planning and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Tyrell 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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Tyrell Peterson’s Registration & Firm History

TX

01/09/2018 - Present

Fisher Investments (PLANO TX)

UT

07/25/2012 - 01/16/2018

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

UT

11/26/2009 - 07/10/2012

EDWARD JONES (DRAPER UT)

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Licenses & Designations

BOTH

Issued 12/11/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/11/2016

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/18/2016

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/16/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tyrell Max Peterson.
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