Peterson Wealth Advisory

Finance · Tennessee, United States · 1-10 Employees

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Overview

Headquarters

186 Highway 70 E, Crossville, Tennessee,...

Phone Number

(931) 337-1458

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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May
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ZI Rank
1
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About Peterson Wealth Advisory

This fiduciary financial advisor firm serves clients in Crossville, Fairfield Glade, and Cookeville. They are a fee-only, Registered Investment Advisor, committed to helping clients achieve retirement confidence through comprehensive financial planning. The firm is affiliated with CFP® and NAPFA, ensuring high standards of financial advice. They offer introductory calls for potential clients to learn more about their services.Explore more
Peterson Wealth Advisory's Social MediaPopular SearchesPeterson Wealth Advisory LLCPeterson Wealth AdvisoryPetersonwealthadvisory ComPeterson Advisory Group LLCSIC Code 62,628NAICS Code 52,523Show more

Peterson Wealth Advisory Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Peterson Wealth Advisory

<$5M
1-10
Private
-
2008
CP
Christopher PetersonCertified Financial Planner
<$5M
1-10
Private
-
1998
MM
Mark MicleanVice President
<$5M
1-10
Private
<$5M
2004
LW
Lynette WheelerDirector of Client Care
<$5M
1-10
Private
-
2005
MC
Monique CarpenterCustomer Service Lead
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2018
BF
Brian FryFinancial Planner & Founder
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

Peterson Wealth Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Peterson Wealth Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Peterson Wealth Advisory.

Peterson Wealth Advisory Tech Stack

A closer look at the technologies used by Peterson Wealth Advisory

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Frequently Asked Questions Regarding Peterson Wealth Advisory

What is Peterson Wealth Advisory's official website?
Peterson Wealth Advisory's official website is www.petersonwealthadvisory.com
What is Peterson Wealth Advisory's Revenue?
Peterson Wealth Advisory's revenue is <$5 Million
What is Peterson Wealth Advisory's SIC code?
Peterson Wealth Advisory's SIC: 62,628
What is Peterson Wealth Advisory's NAICS code?
Peterson Wealth Advisory's NAICS: 52,523
How many employees does Peterson Wealth Advisory have?
Peterson Wealth Advisory has 1-10 employees
What industry does Peterson Wealth Advisory belong to?
Peterson Wealth Advisory is in the industry of: Finance, Securities Trading
What is Peterson Wealth Advisory competition?
Peterson Wealth Advisory top competitors include: Wayne Firebaugh, Safe Landing Financial, Zehnder Wealth Management, Ratcliff Financial Services
What technology does Peterson Wealth Advisory use?
Some of the popular technologies that Peterson Wealth Advisory uses are: Squarespace Online Stores, Adobe Typekit, GoDaddy DNS, Squarespace
How do I contact Peterson Wealth Advisory?
Peterson Wealth Advisory contact info: Phone number: (931) 337-1458 Website: www.petersonwealthadvisory.com
What does Peterson Wealth Advisory do?

This fiduciary financial advisor firm serves clients in Crossville, Fairfield Glade, and Cookeville. They are a fee-only, Registered Investment Advisor, committed to helping clients achieve retirement confidence through comprehensive financial planning. The firm is affiliated with CFP® and NAPFA, ensuring high standards of financial advice. They of... fer introductory calls for potential clients to learn more about their services.Read More

What are Peterson Wealth Advisory social media links?
Peterson Wealth Advisory Linkedin page Peterson Wealth Advisory Facebook page
Is Peterson Wealth Advisory a public company?
Peterson Wealth Advisory is private company therefore does not currently have an official ticker symbol
See more information about Peterson Wealth Advisory

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