Peck Financial Advisors

Peck Financial Advisors (CRD# 168584) is a financial advisory firm headquartered in La Mesa, CA. They manage $37,021,649 in 104 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $355,977
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Peck Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Valerie L. Peck
CRD#: 4694580
La Mesa, CA

Valerie Peck (CRD# 4694580) is an Investment Advisor Representative working at Peck Financial Advisors in La Mesa, CA and has over 20 years of experience in the finance industry.

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