Eileen R. Mcpeake

MCPEAKE & COMPANY LLC

Walnut Creek, CA

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CRD#: 2175228

Professional summary

Eileen Rita Mcpeake, CFP® is a registered financial advisor currently at MCPEAKE & COMPANY LLC located in Walnut Creek, California.

Eileen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Eileen has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

What are your service offerings?

Investment Planning

Retirement Planning

Life Transitions

Comprehensive Financial Planni...

Divorce Planning

Do you have an area of expertise or specialization?

College/Education Planning

Generation X

Hourly

Investment Advice with Ongoing...

Investment Advice without Ongo...

Retirement Plan Investment Adv...

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Eileen Rita Mcpeake's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

January 3, 2018 - Present

MCPEAKE & COMPANY LLC

RIA

CRD#: 289402

Walnut Creek, CA

Past

October 10, 2013 - August 14, 2017

REBALANCE LLC

RIA

CRD#: 158242

PALO ALTO, CA

Past

August 31, 2001 - August 1, 2002

PORTIGON SECURITIES INC.

CRD#: 10050

NEW YORK, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/3/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/12/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/7/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/30/2001

General Securities Representative Examination

Current Firm

MCPEAKE & COMPANY LLC

CRD#: 289402 / SEC#:

California

Registered Investment Advisory firm - (1/3/2018 Approved)

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Contact information

Main Address

Walnut Creek, CA

Mailing Address

Phone number

(925) 708-0390

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	26
AUM (Assets Under Management)	$ 5,690,398

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Eileen R. Mcpeake

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eileen Rita Mcpeake's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCPEAKE & COMPANY LLC

REBALANCE LLC

PORTIGON SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/12/2013

Series 63

Date: 12/7/2001

Series 7

Date: 8/30/2001

Current Firm

MCPEAKE & COMPANY LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MCPEAKE & COMPANY LLC

TRUST BUT VERIFY

Contact information

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