Molly
Stanifer
Old Peak Finance
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About this Advisor
Molly Stanifer is a certified financial planner working out of Chapel Hill, North Carolina who has 9 years of relevant experience. Stanifer is an advisor for Old Peak Finance. Over the course of their career, Stanifer has held roles at Give A Heart To Africa, Fidelity Brokerage Services LLC and Old Peak Finance LLC. Stanifer maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and can advise clients in Michigan, North Carolina and Texas. Old Peak Finance is a firm headquartered in Chapel Hill, NC. The firm has a total of 10 financial advisors. It administers $405 million in total assets among its 527 client accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm provides services to one charities and foundations. Of its 527 customer accounts, 52% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Old Peak Finance has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors are based on which services the firm provides the client. However, fees charged by Old Peak Finance may include 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
Molly Stanifer Work History
Molly has been registered as a financial advisor for 9 years.*
Old Peak Finance LLC
Give A Heart To Africa
Fidelity Brokerage Services LLC
*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 Molly Stanifer 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.
