Kevin Obrien, financial advisor Northborough MA
96 score

Kevin Obrien

CRD Number: 1866397
Current Firm: Peak Financial Services, Inc.

Kevin Obrien (CRD# 1866397) is an Investment Advisor Representative working at Peak Financial Services, Inc. in Northborough, MA and has over 28 years of experience in the finance industry. Kevin Obrien has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA May 2016 - Current < 1
Peak Financial Services, Inc. Northboro, MA Jan 2004 - Current 12
Commonwealth Equity Services, Inc. Westborough, MA May 1995 - Apr 2016 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
Contact Info for Kevin M. Obrien
Phone Number: 508-351-9775
Firm Website: http://www.peakfs.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

MA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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