Rupa Pereira (CRD# 7606821) is an Investment Advisor Representative working at Fwj Planning LLC in Apex, NC and has 1 year of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fwj Planning LLC | Apex, NC | Jul 2022 - Current | 1 |
| Homemaker | Apex, NC | May 2022 - Jun 2022 | < 1 |
| Xy Planning Network | Bozeman, MT | May 2021 - Apr 2022 | < 1 |
| Vita Tax Counselor | Apex, NC | Jan 2019 - Jan 2022 | 3 |
| Imbeau Inc. | Durham, NC | Nov 2016 - Dec 2018 | 2 |
| Homemaker | Apex, NC | Jul 2016 - Oct 2016 | < 1 |
| Gsk | Durham, NC | Jun 2012 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- NC
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Other
NC
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.