Peterkin Financial, LLC

Peterkin Financial, LLC (CRD# 297241) is a financial advisory firm headquartered in , . They manage $19,173,241 in 148 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.peterkinfinancial.com
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $129,549
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MA

Financial Advisors at Peterkin Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nicole Peterkin, financial advisor Oceanside CA
Nicole E. Peterkin
CRD#: 5905866
Oceanside, CA

Nicole Peterkin (CRD# 5905866) is an Investment Advisor Representative working at Peterkin Financial, LLC in Oceanside, CA and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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