Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Thomas Peak is a financial advisor in The Villages, FL and has been in the industry for over 15 years. John Peak is a registered Investment Advisor Representative with RIA Advisory Group, LLC and has been with the firm since 2012. Previously, John Peak was employed by BertheL, Fisher & Company Financial Services, Inc. and Securities America, Inc. John Peak specializes in providing financial advice to individuals and businesses. John Peak also holds the Series 7 and Series 66 licenses and the Personal Financial Specialist designation. John Peak is a Certified Public Accountant and Managing Member of John Peak Jr CPA PC.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
09/04/2012 - Present
RIA Advisory Group, LLC (The Villages FL)
IA
05/13/2008 - 07/01/2011
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CLIVE IA)
IA
06/21/2006 - 05/20/2008
SECURITIES AMERICA, INC. (WEST DES MOINES IA)
BOTH
Issued 09/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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