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Rick Peterson
President & Founder at Rick Peterson & Associates
Seasoned wealth management expert and founder of Rick Peterson & Associates.
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Location
Greater Houston, US
Skills
- Investments
- Wealth Management
- Financial Services
- Financial Planning
- Financial Advisory
- Show all
Bio
Generated by
Topline AI
Rick Peterson is a seasoned wealth management expert with 45 years of experience, serving as President and Founder of Rick Peterson & Associates, a premier placement firm specializing in the wealth management space. He is a Charter Member of The Recruiting Roundtable and frequently speaks about the direction of the brokerage industry. He heads a corporate office in Houston, Texas, employing a team of experts to help financial advisors maximize their value.
With a Bachelor of Business Administration from Boston University, Rick has established himself as a trusted authority in the field of wealth management.
Experience
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Rick Peterson & Associates
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Houston, Texas Area
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President & Founder
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Mar 1979 - Present
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Houston, Texas Area
Rick Peterson & Associates is one of the nation's premier placement firms specializing in the wealth management space. Rick is a Charter Member of The Recruiting Roundtable and is frequently called upon nationally to speak about the direction of the brokerage industry. He heads a corporat...
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Education
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Boston University
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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