Valerie L. Peck
Professional summary
Valerie Louise Peck, CFP®, who also goes by Valerie Louise Everitte, is a registered financial advisor currently at SAX WEALTH ADVISORS, LLC located in La Mesa, California.
Valerie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Valerie has worked at 3 firms and has passed the Series 66, Series 63 and Series 7 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Valerie Louise Peck's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
February 7, 2025 - Present
SAX WEALTH ADVISORS, LLC
Office #1: 8030 La Mesa Blvd #601, La Mesa, CA 91942September 23, 2013 - March 27, 2025
PECK FINANCIAL ADVISORS
January 28, 2005 - September 30, 2013
CETERA WEALTH SERVICES, LLC
August 18, 2003 - September 30, 2013
CETERA WEALTH SERVICES, LLC
Primary Firm SEC Registration
SAX WEALTH ADVISORS, LLC
CRD#: 119193 / SEC#: 801-68788
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/7/2025)
(2/13/2025)
Exams
Current Firm
SAX WEALTH ADVISORS, LLC
CRD#: 119193 / SEC#: 801-68788
Contact information
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,685 |
| AUM (Assets Under Management) | $ 2,440,851,802 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2025 | ||
| 12/11/2024 | ||
| 01/23/2024 | ||
| 02/21/2023 |
Red Flags
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