Financial ADVSR advisor directory · SEC adviser records
Peak American Investment Advisors, Inc. financial advisors in Plano, TX
Every SEC-registered investment adviser representative at a Peak American Investment Advisors, Inc. office in Plano, A to Z.
The short answer
12 registered advisors work at Peak American Investment Advisors, Inc. in Plano, out of 15 at the firm nationwide; it ranks number 31 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Peak American Investment Advisors, Inc. advisors in Plano, A to Z
Every Peak American Investment Advisors, Inc. advisor →- Robert D. BlairCertified Financial Planner
- John D. CongdonInvestment adviser rep
- Lori A. DunnInvestment adviser rep
- John S. Gacesa IIIInvestment adviser rep
- Stephen G. HudsonInvestment adviser rep
- John KotsimbosInvestment adviser rep
- Matthew W. McIntyreInvestment adviser rep
- Luke G. SchlenkerInvestment adviser rep
- Scott M. SchwitzerInvestment adviser rep
- James J. StanleyInvestment adviser rep
- Adam StewartInvestment adviser rep
- Robert S. WilliamsInvestment adviser rep
Peak American Investment Advisors, Inc. advisors in every city and state →Peak American Investment Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Peak American Investment Advisors, Inc. advisors in other cities
Other firms in Plano
All Plano advisors →Fisher Investments 1,880Vanguard Advisers, Inc. 230J.P. Morgan Securities LLC 212Strategic Advisers LLC 50UBS Financial Services Inc. 49Ameriprise Financial Services, LLC 48Morgan Stanley 39Edward Jones 31Transamerica Financial Advisors, LLC 31LPL Financial LLC 29Charles Schwab & Co., Inc. 27LPL Enterprise, LLC 27
Questions
How many financial advisors does Peak American Investment Advisors, Inc. have in Plano?
12 investment adviser representatives are registered at Peak American Investment Advisors, Inc. offices in Plano, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 15 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Peak American Investment Advisors, Inc. one of the largest advisor employers in Plano?
Peak American Investment Advisors, Inc. ranks number 31 in Plano by registered advisors; Fisher Investments has the most, with 1,880.
How do I check a Peak American Investment Advisors, Inc. advisor in Plano?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.