Financial ADVSR advisor directory · SEC adviser records
Old Peak Finance financial advisors in Chapel Hill, NC
Every SEC-registered investment adviser representative at a Old Peak Finance office in Chapel Hill, A to Z.
The short answer
6 registered advisors work at Old Peak Finance in Chapel Hill, out of 6 at the firm nationwide; it ranks number 12 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Old Peak Finance advisors in Chapel Hill, A to Z
Every Old Peak Finance advisor →- Alexandria JeterCertified Financial Planner
- Audrey E. KayserCertified Financial Planner
- Madison W. MitchellCertified Financial Planner
- James G. MosherCertified Financial Planner
- Daniel A. RouthCertified Financial Planner
- Theodore R. Waechter Jr.Certified Financial Planner
Old Peak Finance advisors in every city and state →Old Peak Finance: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Chapel Hill
All Chapel Hill advisors →Morgan Stanley 35Wells Fargo Clearing Services, LLC 31Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Franklin Street Advisors Inc. 13LPL Financial LLC 12Hilltop Wealth Advisors, LLC 10Edward Jones 9Strategic Advisers LLC 9UBS Financial Services Inc. 8Charles Schwab & Co., Inc. 7Eton Advisors 7Phoenix Wealth Advisors Inc. 6
Questions
How many financial advisors does Old Peak Finance have in Chapel Hill?
6 investment adviser representatives are registered at Old Peak Finance offices in Chapel Hill, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Old Peak Finance one of the largest advisor employers in Chapel Hill?
Old Peak Finance ranks number 12 in Chapel Hill by registered advisors; Morgan Stanley has the most, with 35.
How do I check a Old Peak Finance advisor in Chapel Hill?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.