Cody Peck, financial advisor Wake Forest NC

Cody Peck

CRD Number: 5946410
Current Firm: Limber Capital LLC

Cody Peck (CRD# 5946410) is an Investment Advisor Representative working at Limber Capital LLC in Wake Forest, NC and has over 5 years of experience in the finance industry.

Similar Advisors
Mark Courtemanche, CLU, ChFC, financial advisor Wake Forest NC
Mark Courtemanche, CLU, ChFC
CRD# 2651246
Ae Wealth Management, LLC
Similar Advisors
Leon Abbas, financial advisor Wake Forest NC
Leon E. Abbas
CRD# 1158688
Townsend Asset Management Corp.
Similar Advisors
Scott Abee, financial advisor Wake Forest NC
Scott L. Abee
CRD# 1587979
Raymond James & Associates, Inc.
Company Name Location Dates Years
Limber Capital LLC Wake Forest, NC Dec 2023 - Current < 1
Limber Capital LLC Fuquay Varina, NC Apr 2021 - Dec 2023 2
Limber Capital LLC Reston, VA Aug 2019 - Apr 2021 1
Ankura Washington, DC May 2016 - Jul 2019 3
Bloomberg Arlington, VA Oct 2015 - Jun 2017 1
Constant Capital Silver Spring, MD Jan 2013 - Feb 2016 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2018
Contact Info for Cody P. Peck
Phone Number: 218-205-4361
Registered State(s):
  • MN
  • NC
Current Firm Details
Limber Capital LLC
Firm's CRD Number: 299315
By the Numbers
  • Total Assets Under Management
    13
    MILLIONS
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $1,269,133
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MN, NC

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.