Kerry Peacock, financial advisor San Angelo TX

Kerry Peacock

CRD Number: 1425722
Current Firm: Lpl Financial LLC

Kerry Peacock (CRD# 1425722) is an Investment Advisor Representative working at Lpl Financial LLC in San Angelo, TX and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial San Angelo, TX Jul 2018 - Current 4
The Peacock Group San Angelo, TX Jun 2013 - Current 9
B&k Properties San Angelo, TX Dec 2012 - Current 10
Raymond James Financial Services Advisors Inc. San Angelo, TX Jan 2015 - Jul 2018 3
Raymond James Financial Services, Inc. San Angelo, TX Jun 2013 - Jul 2018 5
Raymond James & Associates, Inc. San Angelo, TX Jun 2005 - Jun 2013 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1995
S65 NASAA Investment Advisors Law Examination Nov 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kerry J. Peacock
Phone Number: 704-733-3300
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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