John Peak (CRD# 4489356) is an Investment Advisor Representative working at Ria Advisory Group, LLC in The Villages, FL and has over 17 years of experience in the finance industry.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5583168
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ea Advisors LLC | Des Moines, IA | Jun 2015 - Current | 8 |
| Ria Advisory Group, LLC | Des Moines, IA | Jul 2012 - Current | 11 |
| Ea Advisors LLC | Des Moines, IA | Jul 2011 - Current | 12 |
| Advisor Back Office Technologies, LLC | Des Moines, IA | Mar 2015 - Dec 2023 | 8 |
| Peak & Company LLP | Clive, IA | Dec 2009 - May 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
- IA
-
Total Assets Under Management399MILLIONS
-
Total Number of Accounts2,799ACCOUNTS
-
Average Account Value$142,504
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, CO, FL, IA, IL, MN, MO, NC, NE, SD, TX, WI
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