BP
BP

Brent a Peterson

19 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
88 advisors
Number of Clients
4,294 clients
Average Client Portfolio
$281K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$1K
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Location

6 Cadillac Dr., Suite 310, Brentwood, TN, 37027

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brent owns Interstate Wealth, LLC, where he sells fixed life insurance, annuities, and long-term care insurance, dedicating about 10-20% of his time. He also works as an agent selling gold and silver for National Gold Consultants, spending minimal time on this activity.

Employment History
Current Registrations
Virtue Capital Management, LLC
October 2017 - Present · 8 yrs 4 mos
Previous Registrations
USA Financial Securities Corporation
May 2006 - October 2017 · 11 yrs 5 mos
USA Financial Securities CorporationBroker
May 2006 - October 2017 · 11 yrs 5 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.
Brent A Peterson - Financial Advisor | TrueAdvisor