Financial ADVSR advisor directory · SEC adviser records
Old Peak Finance financial advisors in North Carolina
Every SEC-registered investment adviser representative at a Old Peak Finance office in North Carolina, by city and A to Z.
The short answer
6 registered advisors work at Old Peak Finance in North Carolina, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Chapel Hill (6). 6 list the CFP designation and 0 are also registered broker representatives.
Old Peak Finance advisors by city in North Carolina
Every firm in North Carolina →Old Peak Finance advisors in North Carolina, A to Z
Search by name →- Alexandria JeterChapel Hill · Certified Financial Planner
- Audrey E. KayserChapel Hill · Certified Financial Planner
- Madison W. MitchellChapel Hill · Certified Financial Planner
- James G. MosherChapel Hill · Certified Financial Planner
- Daniel A. RouthChapel Hill · Certified Financial Planner
- Theodore R. Waechter Jr.Chapel Hill · Certified Financial Planner
Old Peak Finance advisors in every state →Old Peak Finance: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Old Peak Finance financial advisors are in North Carolina?
6 investment adviser representatives are registered at Old Peak Finance offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Where in North Carolina does Old Peak Finance have the most advisors?
Chapel Hill, with 6. Old Peak Finance has advisors in 1 city in North Carolina.
How do I check a Old Peak Finance advisor in North Carolina?
Each advisor below 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. Advisors are listed at the city of the Old Peak Finance office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.