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Brent Peck

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Broadway, OK 73034

Credentials

Series 66

Industry experience

23 years

About

Brent Peck is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 license. He has 23 years of industry experience, including roles at Nettworth Financial Group and FSC Securities Corporation. Outside of his advisory work, he owns Four Leaf Wine and Spirits, a liquor store in Edmond, Oklahoma. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using multiple account platforms and a range of investment strategies.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

6821 N. Broadway

Broadway, OK 73034

Most active in

Oklahoma · Texas

Work history

Cambridge Investment Research Advisors

2019 - Present (7 years)

Cambridge Investment Research, Inc.

2019 - Present (7 years)

Nettworth Financial Group

2013 - Present (13 years)

FSC securities corporation

2013 - 2019 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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