Kirsty Peev, financial advisor Ashburn VA

Kirsty Peev

CRD Number: 5781862
Current Firm: Halpern Financial, Inc.

Kirsty Peev (CRD# 5781862) is an Investment Advisor Representative working at Halpern Financial, Inc. in Ashburn, VA and has 1 year of experience in the finance industry. Kirsty Peev 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
Halpern Financial, Inc. Rockville, MD Aug 2002 - Current 21

Kirsty Peev has no recent exams reported.
Contact Info for Kirsty J. Peev
Phone Number: 240.268.1000
Registered State(s):
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    1,098
    MILLIONS
  • Total Number of Accounts
    1,332
    ACCOUNTS
  • Average Account Value
    $824,689
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

CA, DC, FL, LA, MD, NC, NH, NJ, NY, PA, TX, VA

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