Eileen McPeake, financial advisor Walnut Creek CA

Eileen McPeake

CRD Number: 2175228
Current Firm: Mcpeake & Company LLC

Eileen McPeake (CRD# 2175228) is an Investment Advisor Representative working at Mcpeake & Company LLC in Walnut Creek, CA and has over 22 years of experience in the finance industry. Eileen McPeake 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
Mcpeake & Company LLC Walnut Creek, CA Jan 2018 - Current 6
Establising Mcpeake & Company LLC Orinda, CA Jul 2017 - Dec 2018 1
Rebalance Inc. Palo Alto, CA Sep 2013 - Jul 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Eileen R. McPeake
Phone Number: (925) 708-0390
Registered State(s):
  • CA
Current Firm Details
Mcpeake & Company LLC
Firm's CRD Number: 289402
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $226,220
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

CA

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