Justin
May
Old Peak Finance
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About this Advisor
Justin May is a financial advisor based in Chapel Hill, North Carolina, working with Old Peak Finance. Justin has previously held positions at Triad Financial Advisors, Zeutenhorst Financial, University Of California, Santa Barbara, Mission Wealth Management, Martin Wardin And Eissner Financial Group, Jersey Mike's Subs, Cencal Health, and Old Peak Finance, LLC. Justin is registered to provide services in North Carolina. Currently, Justin is part of Old Peak Finance, which operates out of Chapel Hill, North Carolina. The firm has 10 employees and manages assets totaling $471.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Old Peak Finance includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
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Old Peak Finance Brokerage Details
$471,875,202
10
600
$786,459
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Justin May Work History
Old Peak Finance, LLC
Triad Financial Advisors
Triad Financial Advisors
Zeutenhorst Financial
Martin Wardin And Eissner Financial Group
Mission Wealth Management
Martin Wardin And Eissner Financial Group
Jersey Mike'S Subs
Cencal Health
University Of California, Santa Barbara
Jersey Mike'S Subs
Disclosures
Please visit the SEC profile of Justin May to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Old Peak Finance
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
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