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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Douglas Congdon is an investment advisor representative with Peak American Investment Advisors, Inc. John has been in the industry since 2016. John is licensed in California and Texas and has a Series 65 license. John's experience includes working as a Client Solutions Manager for Peak American Financial Group, Inc. where he has been since September 2016. The firm's investment advisory services include financial planning, portfolio management for individuals, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
08/01/2022 - Present
Peak American Investment Advisors, Inc. (PLANO TX)
IA
Issued 06/22/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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