Peak Investments (CRD# 115632) is a financial advisory firm headquartered in Brenham, TX. They manage $1,790,034 in 7 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts7ACCOUNTS
Average Account Value$255,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Christopher Moore (CRD# 5760759) is an Investment Advisor Representative working at Peak Investments in Brenham, TX and has over 5 years of experience in the finance industry. Christopher Moore 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 putclients' interests first and comply with the Financial Planning Practice Standards.