Petersen Advisors
At Petersen Advisors, our mission is to deeply understand and address the unique financial needs, wants, and long-term goals of each of our clients. We are dedicated to helping you develop, implement, and maintain a comprehensive wealth management strategy that is tailored to your individual situation. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (finra.org)/ SIPC (sipc.org) The financial professionals associated with Petersen Advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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Verified contacts
6
available on Kipplo
LinkedIn employees
9
11 to 50 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- BR
Bert Riley
Chief Executive Officer · General Business & Management
EmailPhone - MD
Mark Dannunzio
Senior Vice President · General Business & Management
EmailPhone - TC
Tom Campbell
Vice President of Investments · Finance & Accounting
EmailPhone
Showing 3 of 6 verified contacts
Top roles at Petersen Advisors
5 distinct titles indexed · top 5 shown.
- 1chief executive officer
- 1client services intern
- 1financial advisor
- 1senior vice president
- 1vice president of investments
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