Perry Dufresne, financial advisor Chandler AZ

Perry Dufresne

CRD 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.

Similar Advisors
Jane Chen, financial advisor Chandler AZ
Jane C. Chen
CRD# 5400841
Transamerica Financial Advisors, Inc.
Similar Advisors
George Henderson, financial advisor Chandler AZ
George T. Henderson
CRD# 6400364
Wells Fargo Clearing Services, LLC
Similar Advisors
Michael Abbate, financial advisor Chandler AZ
Michael J. Abbate
CRD# 4091287
Dynamic Wealth Partners, LLC
Company Name Location Dates Years
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 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
Disclosure Information

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
Contact Info for Perry J. Dufresne
Phone Number: (480) 782-1034
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.