Unclaimed Profile

Terence Curran Mcpeak

PROFESSIONAL FINANCIAL ADVISORS INC·RADNOR, Pennsylvania

SIE, Series 6TO, Series 7, Series 7TO, Series 63, Series 65Clean record5 years registeredPROFESSIONAL FINANCIAL ADVISORS INC

100 MATSONFORD ROAD, RADNOR, PA 19087CRD# 6361646Firm CRD# 107289

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Terence Curran Mcpeak · RADNOR, PA

Registration

CRD #6361646 · PROFESSIONAL FINANCIAL ADVISORS INC · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PROFESSIONAL FINANCIAL ADVISORS INC

TGS FINANCIAL ADVISORS

Mar 2021 – Nov 2022

RADNOR, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 7TO

Series 63

Series 65

Registration record

First registered · March 3, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PROFESSIONAL FINANCIAL ADVISORS INC

CRD 107289 · SEC 801-38963

AUM

$340M

Regulatory assets under management

Employees

1,190 client accounts

Services offered by PROFESSIONAL FINANCIAL ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PROFESSIONAL FINANCIAL ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Terence Curran Mcpeak offer?

Terence Curran Mcpeak specializes in Financial Planning, Investment Management.

What are Terence Curran Mcpeak's credentials?

Terence Curran Mcpeak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Terence Curran Mcpeak located?

Terence Curran Mcpeak is based in RADNOR, Pennsylvania, last registered with PROFESSIONAL FINANCIAL ADVISORS INC.

How does Terence Curran Mcpeak charge for services?

Terence Curran Mcpeak's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROFESSIONAL FINANCIAL ADVISORS INC?

PROFESSIONAL FINANCIAL ADVISORS INC has approximately 14 employees and manages $340M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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