Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Allen Peavy is a financial advisor who has been in the industry since 2001. Kurt is currently registered with Gallagher Fiduciary Advisors, LLC and has been with them since 2022. Prior to joining Gallagher Fiduciary Advisors, LLC, Kurt was with TRIAD ADVISORS LLC, KESTRA INVESTMENT SERVICES, LLC, LPL FINANCIAL LLC, BBVA SECURITIES INC. and BBVA COMPASS INVESTMENT SOLUTIONS, INC. Kurt specializes in providing financial advice and services to individuals, families, and businesses. Kurt is also a Registered Investment Advisor (RIA) and is committed to providing his clients with objective and unbiased advice. Kurt is licensed to provide investment advice in the state of Texas. Kurt holds the Series 6, 63, and 65 securities licenses as well as the SIE exam.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
See schedule d misc. for explanation
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.
1
2
TX
04/22/2022 - Present
Gallagher Fiduciary Advisors, LLC (Houston TX)
TX
03/29/2022 - 08/23/2024
TRIAD ADVISORS LLC (Houston TX)
TX
02/23/2015 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (HOUSTON TX)
TX
09/16/2013 - 03/13/2015
LPL FINANCIAL LLC (HOUSTON TX)
TX
05/16/2013 - 09/30/2013
BBVA SECURITIES INC. (HOUSTON TX)
TX
10/11/2007 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)
TX
06/14/1999 - 12/02/2005
A I M DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 02/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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