Erin
Vickery
Old Peak Finance
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About this Advisor
Erin Vickery is a certified financial planner who works out of Chapel Hill, North Carolina who has 1 year of relevant experience. Vickery is on the advisory team at Old Peak Finance. Throughout their career, they have worked 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. Vickery maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina. Old Peak Finance is a financial advisory firm based out of Chapel Hill, NC. The investment advisory business has a total of 10 advisors. It oversees $405 million in assets among its 527 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm advises one charities and foundations. Of its 527 customer accounts, 52% belong to high-net-worth clients who have more than $1 million in assets available to invest. The business performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice largely are based on the services provided. Fees billed by Old Peak Finance likely consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Old Peak Finance Brokerage Details
$405,331,294
10
527
$769,130
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Erin Vickery Work History
Erin has been registered as a financial advisor for 1 years.*
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
