Billy Cade Peterson
Investment adviser representative at Peterson Wealth Services Inc.
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$528.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Buck Way Ranch LLCSep 2016 to now
- Peterson Wealth Services- Divorce Planning ServicesApr 2015 to now
- Utah Divorce PlanningApr 2015 to now
- Peterson Real Estate Enterprises LLCMay 2010 to now
- Peterson Wealth Services, Inc.Oct 2009 to now
- Morgan High SchoolJan 2017 to Jun 2024
- Stonehill Insurance AgencyOct 2010 to Jun 2020
- Raymond James Financial ServicesOct 2009 to Oct 2020
- Raymond James Financial Services Advisors, Inc.Oct 2009 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Peterson Wealth Services Inc.
$528.5MAssets managed
453Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2747152
- Firm CRD
- 288620