DP
CFP
DP
CFP

Douglas Bradley Peterson

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
717 clients
Average Client Portfolio
$989K average
Assets Under Management
$709.1M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

701 S Main, Suite #400, Logan, UT, 84321

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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 Activities

Douglas owns rental properties under the name Capital Rentals since 2021. He dedicates minimal time to managing these properties.

Employment History
Current Registrations
Adams Wealth Advisors
August 2020 - Present · 5 yrs 6 mos
Previous Registrations
Kovack Advisors, INC.
April 2019 - January 2020 · 9 mos
Kovack Securities INC.Broker
September 2018 - January 2020 · 1 yr 4 mos
Fidelity Brokerage Services LLCBroker
August 2015 - September 2018 · 3 yrs 1 mo
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.