Financial ADVSR advisor directory · SEC adviser records
Old Peak Finance financial advisors
Every SEC-registered investment adviser representative at Old Peak Finance, by the state and city of the office they work from.
6 registered advisors work at Old Peak Finance, in 1 state and 1 city; the most are in Chapel Hill, NC (6). 6 list the CFP designation and 0 are also registered broker representatives.
Search every Old Peak Finance advisor by name →Who joined and left Old Peak Finance →Old Peak Finance: assets, clients and custodians →
Cities with the most Old Peak Finance advisors
Old Peak Finance advisors by state
Questions
How many financial advisors does Old Peak Finance have?
6 investment adviser representatives are registered with Old Peak Finance, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 6 list the CFP designation and 0 are also registered as broker representatives.
Where does Old Peak Finance have the most advisors?
Chapel Hill, NC, with 6 registered advisors. By state, North Carolina has the most, with 6.
How do I find a Old Peak Finance financial advisor near me?
Pick your state below, then your city, to see every Old Peak Finance advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Old Peak Finance offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →