Kerry Peacock, financial advisor San Angelo TX
83 score

Kerry Peacock

CRD Number: 1425722
Current Firm: Raymond James Financial Services Advisors, Inc.

Kerry Peacock (CRD# 1425722) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Angelo, TX and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. San Angelo, TX Jan 2015 - Current 1
The Peacock Group San Angelo, TX Jun 2013 - Current 3
Raymond James Financial Services, Inc. San Angelo, TX Jun 2013 - Current 3
B&k Properties San Angelo, TX Dec 2012 - Current 4
Raymond James & Associates, Inc. San Angelo, TX Jun 2005 - Jun 2013 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
S63 Uniform Securities State Law Examination Aug 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Kerry J. Peacock
Phone Number: 727-567-5877
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83

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