Erin Vickery has been an investment adviser representative at Old Peak Finance since March 2022, and is not listed among the firm’s executive officers or direct owners.
Old Peak Finance LLC is a Chapel Hill, NC firm with $714M under management, 176 clients and 8 advisers in one office, as of its September 2026 filing.
Erin Vickery’s longest registration is the current one, 4 years at Old Peak Finance since 2022. Before joining Old Peak Finance in 2022, Erin Vickery was registered through Sankalpa Financial, L.L.C. and Cambridge Investment Research Advisors, Inc.
- Old Peak FinanceCurrent– present · 4 yearsChapel Hill, NC · Adviser representative · Firm CRD 154804
- Sankalpa Financial, L.L.C.– · 3 yearsRaleigh, NC · Adviser representative · Firm CRD 299641
- Cambridge Investment Research Advisors, Inc.– · under a yearCharlotte, NC · Adviser representative · Firm CRD 134139
Investment adviser representative registrations
Erin Vickery is registered as an investment adviser representative in North Carolina, since March 2022.
- North CarolinaSince 14 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 March 2017 |
| Series 7 | General Securities Representative Examination | 21 February 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Erin Alguire Vickery
- CRD
- 6723556
- Firm
- Old Peak Finance · CRD 154804
- Office
- 100 EUROPA DRIVE, SUITE 410, Chapel Hill, NC 27517
- Registration
- Investment adviser registration
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Erin Vickery work?
Erin Vickery is an investment adviser representative registered through Old Peak Finance LLC since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Erin Vickery a financial advisor?
Yes. Erin Vickery has a current investment-adviser registration in North Carolina, through Old Peak Finance since March 2022.
How many years of experience does Erin Vickery have?
Erin Vickery has 8 years in the financial industry, since November 2017, across 3 adviser firms.
What exams has Erin Vickery passed?
Erin Vickery has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2017. FINRA credited Erin Vickery with the SIE, which began in October 2018.
Where did Erin Vickery work before Old Peak Finance?
Before Old Peak Finance, Erin Vickery was registered through Cambridge Investment Research Advisors, Inc., January 2018 to April 2018.
Where is Erin Vickery based?
Erin Vickery’s registered office is in Chapel Hill, NC.
Is Erin Vickery registered with FINRA?
No. Erin Vickery has no current broker registration.
How can I verify Erin Vickery’s record?
Search CRD 6723556 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Erin Vickery’s full registration record.
