David Peterson

David started his career in 1994 with a Wall Street firm helping people invest and manage portfolios. His clients range from individuals and families to business and retirement plans. In November of 1999, he started Alliance Advisors and ultimately Alliance Advisors Wealth Management, a Registered Investment Advisor. He graduated from University of North Carolina with a degree in Economics and holds Series 7 (General Securities Representative Exam), 63 (Uniform Securities Agent State) and 65 (Investment Advisor Representative) securities licenses. His Insurance Licenses include Life, Health, Accident, Property and Casualty