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Peggy C. Mcpherson

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CRD#: 2084639
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peggy Campbell Mcpherson, who also goes by Peggy Campbell Fields, was a registered financial professional .

Peggy is a previously registered financial professional and started their career in finance in 1997. Peggy had worked at 1 firm and has passed the Series 28 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Peggy Campbell Fields

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 5, 1997 - September 7, 2016

EXECUTIVE SERVICES SECURITIES, LLC

BD
CRD#: 25299
ATLANTA, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Principal/Supervisory Exam
RR
Series 28
Date: 5/29/1997
Introducing Broker/Dealer Financial Operations Principal Examination

Current Firm


ES
EXECUTIVE SERVICES SECURITIES, LLC
EXECUTIVE SERVICES SECURITIES, INC. | ONE SECURITIES CORPORATION | ONE SECURITIES CORP. | EXECUTIVE SERVICES SECURITIES, LLC

CRD#: 25299 / SEC#: , 8-41649

Georgia
Registered Investment Advisory firm - SEC (7/5/1996 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
3445 Peachtree Road Ne Suite 200, Atlanta, GA 30326-1156
Mailing Address
3445 Peachtree Road Ne Suite 200, Atlanta, GA 30326-1156
Phone number
(404) 504-3800
Established
Georgia since 12/23/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
17

FINRA licenses (49 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
NFP CORP.SOLE MEMBER
FELTS, KENNETH LEECFO
KROELL, EDWARD HAROLDCHIEF COMPLIANCE OFFICER2615310
MOO, VERONICA EI CHUNDIRECTOR5867442
O'MALLEY, EDWARD GEORGEDIRECTOR5902666
SCHNEIDER, BRETT RONALDDIRECTOR5636953

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EXECUTIVE SERVICES SECURITIES, LLC

CRD#: 25299

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