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Advisor Services

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Employer Years Dates
LPL Financial LLC 7 years, 1 month Sep 2009 - Present
Strategic Wealth Advisors Group 7 years, 7 months Apr 2009 - Present
SagePoint Financial, Inc. 8 months Jan 2009 - Sep 2009
Aig Financial Advisors, Inc. 3 years, 3 months Oct 2005 - Jan 2009
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Alfonse Peterson?
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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
  • as of date
    Apr 5, 2016
  • license status
  • disclosures
  • as of date
    Apr 6, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


LPL Financial LLC

Last updated on Sept. 22, 2016
    • $112.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 531K
    • $211.0K
      Estimated Average Account Balance


Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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