Chad Peterson

from Columbia River Financial Group
SEC regulated
Regulated Investment Advisor
Chad Peterson is a financial advisor based in Washington, Vancouver, with 31 years of experience. Chad currently works for Columbia River Financial Group. Chad maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Chad Peterson works at Columbia River Financial Group
Columbia River Financial Group is a financial advisory firm based in Vancouver, Washington. It currently has approximately $114,479,817 of assets under management and employs about 4 people. Columbia River Financial Group uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
13 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
16701 Se Mcgillivray Blvd.,, #250, Vancouver, Washington, 98683

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