David Robert Petersen
Investment adviser representative at Raymond James Financial Services Advisors, Inc
21 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Vista Wealth, LLCAug 2018 to now
- Raymond James Financial Services Advisors, IncJan 2009 to now
- Deer Valley ResortNov 2005 to now
- Raymond James Financial ServicesMay 2005 to now
- Allegis Advisor GroupOct 2015 to Jun 2019
- Dpd Advisors, Inc.Dec 2011 to Jun 2019
- Insurance-non VariableJul 2011 to Sep 2019
- Dishman & Petersen, Inc.Feb 2010 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 2807811
- Firm CRD
- 149018