Sydney Peak (CRD# 7616653) is an Investment Advisor Representative working at Propartners Wealth in Columbia, MO and has 1 year of experience in the finance industry.
CRD# 2393993
Cetera Investment Advisers LLC
CRD# 3853
Robert A. Almony, Jr. LLC
CRD# 1541281
Baker Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Propartners Wealth | Columbia, MO | Jun 2021 - Current | 2 |
Usda Farm Service Agency | Columbia, MO | Jun 2018 - Jun 2021 | 3 |
University Of Missouri | Columbia, MO | Jan 2019 - May 2021 | 2 |
Fcs Financial | Jefferson City, MO | Jun 2020 - Jul 2020 | < 1 |
Sugar And Spice Bakery | Montgomery City, MO | Aug 2016 - May 2018 | 1 |
Queathem Insurance | Montgomery City, MO | Jun 2014 - May 2018 | 3 |
Oliver's Restaurant | Montgomery City, MO | Jun 2015 - Sep 2016 | 1 |
Montgomery County R-ll School District | Montgomery City, MO | Jan 2012 - Jun 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- MO
-
Total Assets Under Management47MILLIONS
-
Total Number of Accounts323ACCOUNTS
-
Average Account Value$146,056
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
MO
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