Erin A. Vickery
OLD PEAK FINANCE
Chapel Hill, NC 27517
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CRD#: 6723556
Professional summary
Erin Alguire Vickery, CFP®, who also goes by Erin VIckery, is a registered financial advisor currently at OLD PEAK FINANCE located in Chapel Hill, North Carolina.
Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Erin has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
A Raleigh native, Erin passed the CFP® exam in 2016 and thrives on helping clients manifest their dreams through efficient, goal-oriented financial planning. She is passionate about bringing financial literacy within grasp of the non-industry public, and her long-term goals include reducing income and wealth disparity through public policy and financial education for K-12 students. Erin received a bachelor’s degree in biology from East Carolina University, a product of her lifelong interest in holistic and integrative wellness practices. When not working with clients, Erin spends her time outdoor adventuring with family and friends and daydreaming about island life.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Financial Psychology/Coaching
Generation X
Hourly
Investment Advice without Ongo...
Millennials
Are you a "fiduciary"?
Yes
Aliases
Erin Vickery
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.
CRS (Client Relationship Summary) - RIA
Click below to view Erin Alguire Vickery'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®
Start date: 2021
Experience
Current
March 14, 2022 - Present
OLD PEAK FINANCE
Office #1: 100 Europa Drive Suite 410, Chapel Hill, NC 27517RIA
CRD#: 154804
Chapel Hill, NC
Past
January 18, 2019 - April 1, 2022
SANKALPA FINANCIAL, L.L.C.
RIA
CRD#: 299641
RALEIGH, NC
Past
January 3, 2018 - April 30, 2018
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Charlotte, NC
Past
February 21, 2017 - April 30, 2018
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Raleigh, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OLD PEAK FINANCE
OLD PEAK FINANCE | OLD PEAK FINANCE LLC
CRD#: 154804 / SEC#: 801-109968
RIA
Registered Investment Advisory firm - (2/14/2017 Approved)North Carolina
Registered Investment Advisory firm - (2/17/2017 Terminated)Texas
Registered Investment Advisory firm - (2/17/2017 Terminated)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
North Carolina(3/14/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
OLD PEAK FINANCE
OLD PEAK FINANCE | OLD PEAK FINANCE LLC
CRD#: 154804 / SEC#: 801-109968
RIA
Registered Investment Advisory firm - (2/14/2017 Approved)North Carolina
Registered Investment Advisory firm - (2/17/2017 Terminated)Texas
Registered Investment Advisory firm - (2/17/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Europa Drive Suite 410, Chapel Hill, NC 27517
Mailing Address
Phone number
(919) 459-8181
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 579 |
| AUM (Assets Under Management) | $ 575,178,443 |
Red Flags
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Company Information
OLD PEAK FINANCE
CRD#: 154804Chapel Hill, NC 27517TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
