Joel Petersen

from Sound Legacy Wealth Advisors, LLC
SEC regulated
Regulated Investment Advisor
Joel Petersen is a financial advisor based in Washington, Bellevue, with 9 years of experience. Joel currently works for Sound Legacy Wealth Advisors, LLC. Joel maintains a S66 license (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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Joel Petersen works at Sound Legacy Wealth Advisors, LLC
Sound Legacy Wealth Advisors, LLC is a financial advisory firm based in Bellevue, Washington. It currently has approximately $85,000,000 of assets under management and employs about 2 people. Sound Legacy Wealth Advisors, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
12 years
Fee structure
and a percentage of assets under your management
Office location
10900 Ne 4th Street, Suite 2300, Bellevue, Washington, 98004

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