professional profile
David R Petersen, CFP
Overview
David R Petersen is an insurance agent and an investment adviser representative based in Rockville, MD, with 45 years in the industry.
- Years in the industry
- 45
- States licensed
- 1
- States registered
- 1
- Exams passed
- 2
Contact
2 business emails and 1 phone number on file
Registrations and licenses
- Licensed in 1 state
- Registered in 1 state
1 line of authority, with every state and its dates
Firms
- FSA Wealth PartnersCurrent firm
- Financial Services AdvisoryCurrent firm
Employment history since 1988
Carriers
Carrier appointments, active and past
Book and practice
Firm assets under management on file
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