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Financial ADVSR advisor directory · SEC adviser records

Peak American Investment Advisors, Inc. financial advisors in Texas

Every SEC-registered investment adviser representative at a Peak American Investment Advisors, Inc. office in Texas, by city and A to Z.

The short answer

13 registered advisors work at Peak American Investment Advisors, Inc. in Texas, out of 15 nationwide; it's the firm's number 1 state by advisors, and the most are in Plano (12). 1 list the CFP designation and 0 are also registered broker representatives.

Peak American Investment Advisors, Inc. advisors by city in Texas

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Plano 12Grand Prairie 1

Peak American Investment Advisors, Inc. advisors in Texas, A to Z

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Peak American Investment Advisors, Inc. advisors in every state →Peak American Investment Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Peak American Investment Advisors, Inc. financial advisors are in Texas?

13 investment adviser representatives are registered at Peak American Investment Advisors, Inc. offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 15 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Texas does Peak American Investment Advisors, Inc. have the most advisors?

Plano, with 12, then Grand Prairie (1). Peak American Investment Advisors, Inc. has advisors in 2 cities in Texas.

How do I check a Peak American Investment Advisors, Inc. advisor in Texas?

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 Peak American Investment Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.