Erin
Vickery
Old Peak Finance
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About this Advisor
Erin Vickery is a financial advisor based in Chapel Hill, North Carolina, working with Old Peak Finance. Erin has previously held positions at Cambridge Investment Research, Inc, 18 Seaboard, Carolina Wealth Partners, Cambridge Investment Research Advisors, Inc, Private Employer, Valta, Inc, Unemployed/Volunteering, Saint Jaques, Sankalpa Financial, LLC, and Old Peak Finance, LLC. Erin has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Erin is part of Old Peak Finance, which operates out of Chapel Hill, North Carolina. The firm has 10 employees and manages assets totaling $471.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Old Peak Finance includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Old Peak Finance Brokerage Details
$471,875,202
10
600
$786,459
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Erin Vickery Work History
Old Peak Finance, LLC
Sankalpa Financial, LLC
Cambridge Investment Research Advisors, Inc
Unemployed/Volunteering
Saint Jaques
Valta, Inc
Cambridge Investment Research, Inc
Carolina Wealth Partners
Private Employer
18 Seaboard
Disclosures
Please visit the SEC profile of Erin Vickery 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 Old Peak Finance
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
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