Pran Tiku, financial advisor Naples FL

Pran Tiku

CRD Number: 1272864
Current Firm: Peak Financial Management Inc.

Pran Tiku (CRD# 1272864) is an Investment Advisor Representative working at Peak Financial Management Inc. in Naples, FL and has over 39 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.

Similar Advisors
Ilia Al Djindil, financial advisor Naples FL
Ilia Al Djindil
CRD# 6587916
Alpha Mode Capital LLC
Similar Advisors
Mark Alibrandi, financial advisor Naples FL
Mark W. Alibrandi
CRD# 2271656
Ubs Financial Services Inc.
Similar Advisors
Julius Anderson, financial advisor Naples FL
Julius J. Anderson
CRD# 1135890
First Heartland Consultants, Inc.
Professional Designations
Company Name Location Dates Years
Peak Financial Management Wellesley, MA Sep 1991 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
Contact Info for Pran N. Tiku
Phone Number: (781) 487-9500
Registered State(s):
  • FL
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    405
    MILLIONS
  • Total Number of Accounts
    1,477
    ACCOUNTS
  • Average Account Value
    $274,025
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
Types of Clients
Registered States

CA, FL, MA, ME, NH, NJ, NY, TX

Ready to hire a financial advisor? Get competitive proposals from Pran Tiku and other 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.