Devin Peterson (CRD# 6413484) is an Investment Advisor Representative working at Brighter Retirement Advisors LLC in Lehi, UT and has over 8 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brighter Retirement Advisors LLC | Lehi, UT | Mar 2022 - Current | 2 |
| Brookstone Wealth Advisors, LLC | Lehi, UT | Jan 2018 - Sep 2022 | 4 |
| Brighter Wealth Advisors | Lehi, UT | Feb 2017 - Sep 2022 | 5 |
| Precoa LLC | Orem, UT | Dec 2012 - Jan 2018 | 5 |
| Allegis Investment Advisors | Idaho Falls, ID | May 2015 - Dec 2017 | 2 |
| Allegis Investment Advisors | South Jordan, UT | May 2015 - Dec 2017 | 2 |
| Mml Investors Services LLC | Orem, UT | Dec 2014 - May 2015 | < 1 |
| Massmutual Life Insurance Company | Orem, UT | Sep 2014 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
- TX
- UT
-
Total Assets Under Management35MILLIONS
-
Total Number of Accounts223ACCOUNTS
-
Average Account Value$158,741
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
TX, UT
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