Pran TikuCRD Number: 1272864
Current Firm: Peak Financial Management Inc.
Pran Tiku (CRD# 1272864) is an Investment Advisor Representative working at Peak Financial Management Inc. in Waltham, MA and has over 33 years of experience in the finance industry. Pran Tiku 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.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Peak Financial Management||Waltham, MA||Sep 1991 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1984|
Total Assets Under Management330MILLIONS
Total Number of Accounts1,071ACCOUNTS
Average Account Value$308,235
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, MA, NH, TX