David Peterson

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  Are Your Investments Tax-Efficient?

  By John Sullivan, AdvisorOne  |  March 1, 2013

  Despite Washington's antics, many of the issues with tax-efficient investing have remained surprisingly constant, David Peterson of United Capital says.

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  Wirehouses, IBDs Post Final Recruiting Wins, Losses of 2012

  By Janet Levaux, AdvisorOne  |  December 20, 2012

  Morgan Stanley, Merrill Lynch and other firms saw a number of advisors come and go at year end.

• The added value of dually registered reps

  By Susan Campbell  |  July 1, 2007

  More advisors are establishing their own RIAs, yet retaining their NASD licenses. What are the benefits of doing so? The trend in dual licensing --...

• It's not what you earn; it's what you keep

  By John Sullivan, AdvisorOne  |  April 1, 2007

  By his own admission, David Peterson isn't much of an attorney -- but he's one hell of a financial advisor. After practicing law for 10...