SourcingSourcing

PETERSON, CARL, JAMES

B58
IAR CRD 1773452·Industry start 1988-08-16

Identity

Legal name
PETERSON, CARL, JAMES
CRD
1773452
NPN
—

Career

Previous employments
RAYMOND JAMES FINANCIAL SERVICES, INC.1996-03-12
ROBERT W. BAIRD & CO. INCORPORATED1989-03-03
Current branches
M HOLDINGS SECURITIES, INC.
LRI INVESTMENTS
Designations
—
Education
—

BrokerCheck signals

Industry start
1988-08-16
Est. age
60
Age confidence
—
Est. birth year
1966
BC active
Yes
IA active
Yes
Disclosures
No
Private residence
No

Firm affiliations

2
M FINANCIAL INVESTMENT ADVISERS INC
Executive Officer · 2.5% ownership
CRD 106648
LRI INVESTMENTS, LLC
IAR
CRD 323556