Transamerica Financial Advisors
39yrs
Top 2% by experience at Transamerica Financial Advisors
45yrs
Bryce Dee Peterson
Financial advisor at Transamerica Financial Advisors
At a glance
Experience45 years (since 1981)
How that compares ?Top advisor by experience in So. Jordan
Office10653 S. River Front Parkway. Suite 100 And 180, So. Jordan, UT 84095
How the firm is paid ?Percent of assets
States licensed ?2 states
Services through Transamerica Financial Advisors
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2012 – nowTransamerica Financial Advisors, LLCCurrent firm
- 2009 – 2012Investment Advisors International, Inc.Previously
Questions to ask Bryce
Tailored to Bryce’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Bryce
How do I contact Bryce?
Call Transamerica Financial Advisors at 770-248-3271 and ask for Bryce Dee Peterson. Bryce works from the So. Jordan, UT office.
How long has Bryce been a financial advisor?
Bryce has been in the industry since 1981, about 45 years. Top advisor by experience in So. Jordan.
What licenses does Bryce hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Bryce a fiduciary?
Bryce is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryce paid?
Transamerica Financial Advisors reports being paid by a percentage of the assets they manage. Ask Bryce for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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