Margaret Jane Pigg
Investment adviser representative at Peterson Wealth Services Inc.
9 yearsExperience
1 stateRegistered in
$528.5MFirm assets
6 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Utah Divorce Planning LLCAug 2016 to now
- Peterson Wealth Services, Inc.Apr 2015 to now
- Not WorkingMay 2023 to Apr 2024
- Raymond James Financial Services Advisors Inc.Oct 2019 to Oct 2020
- Raymond James Financial Services, Inc.Apr 2015 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (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
- 6479452
- Firm CRD
- 288620