Eileen R. Mcpeake
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.
Eileen Rita Mcpeake, CFP® was a registered financial professional .
Eileen is a previously registered financial professional and started their career in finance in 2001. Eileen had worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Core Areas of Focus
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2019
Experience
January 3, 2018 - December 31, 2025
MCPEAKE & COMPANY LLC
October 10, 2013 - August 14, 2017
REBALANCE LLC
August 31, 2001 - August 1, 2002
PORTIGON SECURITIES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MCPEAKE & COMPANY LLC
CRD#: 289402 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 22 |
| AUM (Assets Under Management) | $ 5,910,839 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
