Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Peach is a financial advisor with over 10 years of experience in the industry. Adam is currently registered with Capital Client Group, Inc. in California, Indiana and Ohio. Previously, Adam was registered with T. Rowe Price Investment Services, Inc. in Maryland and Touchstone Securities, Inc. in Ohio. Adam has earned the Chartered Financial Analyst designation and holds the Series 6, 7, 63 and SIE licenses. Adam has experience working with a range of clients, including high-net-worth individuals, corporations and other businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Recommending affiliate as investment adviser of sma assets
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
As agreed upon in a manner that covers registrant's costs
1
2
CA
01/18/2022 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
MD
11/02/2016 - 01/10/2022
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
OH
07/02/2010 - 10/24/2016
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
BC
Issued 07/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Adam Peach is the right advisor for you? Invested Better is here to help.
