Peter EickelbergCRD Number: 3097256
Current Firm: Alpha Fiduciary
Peter Eickelberg (CRD# 3097256) is an Investment Advisor Representative working at Alpha Fiduciary in Phoenix, AZ and has over 21 years of experience in the finance industry.
Commonwealth Financial Network
Woodbury Financial Services, Inc.
|Alpha Fiduciary||Phoenix, AZ||Apr 2014 - Current||6|
|Cross Border Tax & Accounting, LLC||Phoenix, AZ||Nov 2007 - Mar 2014||6|
|Keats, Connelly & Associates||Phoenix, AZ||Mar 2006 - Mar 2014||8|
|Keats, Connelly And Associates, LLC||Phoenix, AZ||Mar 2006 - Mar 2014||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 2006|
Total Assets Under Management505MILLIONS
Total Number of Accounts329ACCOUNTS
Average Account Value$1,534,220
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, IL, TX, WA
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