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Allan H
Series 66
St. Augustine, FL
Peak Wealth Group LLC
Allan Harkness is a financial advisor with Peak Wealth Group LLC in St. Augustine, FL, holding a Series 66 designation and 23 years of industry experience. He has worked at Quantum Capital, LLC, Dempsey Lord Smith, LLC, and Peak Brokerage Services LLC, and has been with Peak Wealth Group since 2009. Outside of his advisory role, Mr. Harkness is the owner and president of Highland Financial Advisors, LLC, an insurance agency, and serves as Director, Chairman, and CEO of the Foundation For Legacy Planning, Inc. Peak Wealth Group provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses client risk analyses and written investment policy statements to guide investment decisions and employs a combination of fundamental, technical, and cyclical analysis in security selection.
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