Unclaimed Profile

Matthew Dean Peck

AMICUS FINANCIAL ADVISORS, LLC·LUBBOCK, Texas

Series 7, Series 63, Series 66Clean record24 years registeredAMICUS FINANCIAL ADVISORS, LLC

3814 24TH STREET, LUBBOCK, TX 79410CRD# 4474452Firm CRD# 131315

Profile Verification

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

Identity

Matthew Dean Peck · LUBBOCK, TX

Registration

CRD #4474452 · AMICUS FINANCIAL ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

AMICUS FINANCIAL ADVISORS, LLC

May 2010 – present

WARREN FINANCIAL SERVICES, LLC

Dec 2009 – Apr 2010

CORPUS CHRISTI, TX

AMICUS FINANCIAL ADVISORS, L.L.P.

Feb 2009 – Dec 2009

LUBBOCK, TX

EVENSKY & KATZ, LLC

Sep 2007 – Jan 2009

CORAL GABLES, FL

MCDONALD CAPITAL MANAGEMENT

Jun 2002 – Sep 2007

LUBBOCK, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · June 7, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMICUS FINANCIAL ADVISORS, LLC

CRD 131315 · SEC 801-113147

AUM

$439M

Regulatory assets under management

Employees

1,359 client accounts

Services offered by AMICUS FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AMICUS FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Dean Peck offer?

Matthew Dean Peck specializes in Financial Planning, Investment Management. Contact their office in LUBBOCK, Texas for a consultation.

What are Matthew Dean Peck's credentials?

Matthew Dean Peck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Dean Peck located?

Matthew Dean Peck is based in LUBBOCK, Texas, working with AMICUS FINANCIAL ADVISORS, LLC. Their office serves clients in the LUBBOCK metropolitan area and surrounding communities.

How does Matthew Dean Peck charge for services?

Matthew Dean Peck's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMICUS FINANCIAL ADVISORS, LLC?

AMICUS FINANCIAL ADVISORS, LLC has approximately 17 employees and manages $439M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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