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Kevin Obrien
from Peak Financial Services, Inc.
Kevin Obrien is a financial advisor based in Massachusetts, Northborough,
with 36 years of experience. Kevin currently works for
Peak Financial Services, Inc..
Kevin maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kevin Obrien works at Peak Financial Services, Inc.
Peak Financial Services, Inc. is a financial advisory firm based in Northborough, Massachusetts. It currently has approximately $125,840,000 of assets under management and employs about 2 people. Peak Financial Services, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
20 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
290 W. Main Street, Unit 5, Northborough, Massachusetts, 1532
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