Tristan Cyle Peterman
Investment adviser representative at LPL Financial LLC
15 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$819.1BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- LPL Financial LLCMay 2025 to now
- Oregon State Credit UnionMar 2024 to now
- Cuso Financial Services, LPMar 2024 to May 2025
- J.P. Morgan Securities LLCFeb 2023 to Mar 2024
- JPMorgan Chase Bank, N.A.Feb 2023 to Mar 2024
- Keith DragooFeb 2020 to Feb 2023
- Northwestern Mutual Investment Services, LLCFeb 2020 to Feb 2023
- Northwestern Mutual Wealth Dragoo Financial GroupFeb 2020 to Feb 2023
- UnemployedSep 2019 to Jan 2020
- Hms InsuranceDec 2017 to Aug 2019
- Darden Restaurants, IncJul 2017 to Dec 2017
- UnemployedMay 2017 to Jun 2017
- The Glatfelter AgencyFeb 2011 to Apr 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7226973
- Firm CRD
- 6413