Maureen Mcpeek
Maureen Mcpeek is a registered investment advisor at Wells Fargo Advisors, based in Bonita Springs, FL, with 34 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Bonita Springs, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2002Customer Dispute
February 2000Other Business Activities
Maureen co-owns rental properties in Naples and Bonita Springs, Florida, and has a 55% ownership in Lynch McPeak Wealth Management. She also serves as trustee for the Lynch McPeak Wealth Management DBP and 401k, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Heller Capital Markets Group, INC.Broker
State Registrations34 states
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