Perry DufresneCRD Number: 6127548
Current Firm: Keystone Wealth Partners LLC
Perry Dufresne (CRD# 6127548) is an Investment Advisor Representative working at Keystone Wealth Partners LLC in Chandler, AZ and has over 5 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|Keystone Wealth Partners, LLC||Chandler, AZ||Jan 2017 - Current||5|
|Jp Morgan Securities LLC||Scottsdale, AZ||Jun 2016 - Dec 2016||< 1|
|Jp Morgan Chase Bank||Scottsdale, AZ||Jun 2016 - Dec 2016||< 1|
|Shultz & Co||Phoenix, AZ||Feb 2015 - May 2016||1|
|Unemployed||Phoenix, AZ||Nov 2014 - Feb 2015||< 1|
|Longboard Asset Management||Phoenix, AZ||Oct 2012 - Nov 2014||2|
|Unemployed||San Diego, CA||Sep 2012 - Oct 2012||< 1|
|United Business Servicing Dba Schooloftrade.com||San Diego, CA||Jul 2011 - Aug 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2016|
|S65||NASAA Investment Advisors Law Examination||Mar 2017|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management454MILLIONS
Total Number of Accounts2,520ACCOUNTS
Average Account Value$180,014
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, MN, ND, SD, TX, WA
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