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professional profile

Daniel William Peterson, CFP, PFS

IAR San Antonio, TX CRD 4527851 Last verified October 2026

Overview

Daniel William Peterson is an investment adviser representative based in San Antonio, TX, with 26 years in the industry.

Years in the industry
26
States registered
1
Current firms
1

Contact

1 business email and 1 phone number on file

Registrations and licenses

  • Registered in 1 state

Every state, with registration and license dates

Firms

Employment history since 2000

Book and practice

Firm assets under management on file

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