Burton PeakeCRD Number: 1776912
Current Firm: Ftb Advisors, Inc.
Burton Peake (CRD# 1776912) is an Investment Advisor Representative working at Ftb Advisors, Inc. in Knoxville, TN and has over 29 years of experience in the finance industry.
Retirement Planning Services, LLC
Cw Securities, LLC
Ameriprise Financial Services, Inc.
|Ftb Advisors, Inc.||Knoxville, TN||Oct 2013 - Current||3|
|First Tennessee||Memphis, TN||Oct 2008 - Current||8|
|Charles Schwab||Knoxville, TN||Sep 2005 - Oct 2008||3|
|Charles Schwab Bank||Knoxville, TN||Sep 2005 - Oct 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1988|
|S66||NASAA Uniform Combined State Law Examination||Sep 2001|
Total Assets Under Management4,123MILLIONS
Total Number of Accounts4,572ACCOUNTS
Average Account Value$901,790
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AL, AR, AZ, CA, CO, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI