Anita Peca, financial advisor Goleta CA
93 score

Anita Peca

CRD Number: 5293661
Current Firm: Walpole Financial Advisors, LLC

Anita Peca (CRD# 5293661) is an Investment Advisor Representative working at Walpole Financial Advisors, LLC in Goleta, CA and has over 10 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Walpole Financial Advisors, LLC Santa Barbara, CA Feb 2007 - Current 9
Walpole & Company LLP Santa Barbara, CA Nov 1998 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2006
Contact Info for Anita J. Peca
Phone Number: 805-845-6587
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    132
    MILLIONS
  • Total Number of Accounts
    333
    ACCOUNTS
  • Average Account Value
    $396,052
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, LA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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