Erin Alguire Vickery

Employer firm

Old Peak Finance CRD 154804

$714M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2016 → 04/2018
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2016 → 09/2017
  Carolina Wealth Partners
  Raleigh, NC
• 01/2018 → 04/2018
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 01/2016 → 09/2016
  Private Employer
  Vienna, VA
• 10/2017 → 04/2018
  Valta, Inc.
  Charlotte, NC
• 05/2018 → 08/2018
  Unemployed/Volunteering
  Raleigh, NC
• 08/2018 → 08/2019
  Saint Jaques
  Raleigh, NC
• 01/2019 → 03/2022
  Sankalpa Financial, Llc
  Raleigh, NC
• 03/2022 → Present
  Old Peak Finance, Llc
  Chapel Hill, NC

Previous Registrations

• 2019-01-18 → 2022-04-01
  Sankalpa Financial, L.L.C.
  Raleigh, NC
• 2018-01-03 → 2018-04-30
  Cambridge Investment Research Advisors, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2017-03-29

Designations

• Certified Financial Planner

Other Names

• Erin Vickery