Peggy Kimrick Maravilla
Investment adviser representative at Advice and Planning Services
25 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Peggy Kimrick Maravilla? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCSep 2023 to now
- TIAASep 2023 to now
- Wells Fargo Clearing Services, LLCJan 2011 to Sep 2023
- Wells Fargo BankSep 2001 to Sep 2023
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (WA).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 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
- 3233205
- Firm CRD
- 20472