Debbie Ann Gandy
Investment adviser representative at Peachcap Tax & Advisory, LLC
12 yearsExperience
2 statesRegistered in
$147.5MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Peachcap Tax & Advisory, LLCAug 2018 to now
- Peachcap Securities, Inc.Aug 2018 to now
- Kestra Investment Services, LLCDec 2014 to Aug 2018
- Kestra Private Wealth Services, LLCDec 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, KS).
Peachcap Tax & Advisory, LLC
$147.5MAssets managed
248Clients
6Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2335908
- Firm CRD
- 158729