Kevin
O'Brien
Peak Financial Services, Inc
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About this Advisor
Kevin O'Brien is a financial advisor based in Shrewsbury, Massachusetts, working with Peak Financial Services, Inc. Kevin has previously held positions at Commonwealth Equity Services, Inc, Peak Financial Services, Inc, and Triad Advisors, Inc. Kevin has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts. Currently, Kevin is part of Peak Financial Services, Inc, which operates out of Shrewsbury, Massachusetts. The firm has 2 employees and manages assets totaling $150.5 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Peak Financial Services, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Peak Financial Services, Inc Brokerage Details
$150,549,000
2
520
$289,517
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Kevin O'Brien Work History
Peak Financial Services, Inc
Triad Advisors, Inc
Commonwealth Equity Services, Inc
Disclosures
Please visit the SEC profile of Kevin O'Brien to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Peak Financial Services, Inc
Shrewsbury, MA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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