Lawrence PerezCRD Number: 2011480
Current Firm: Valic Financial Advisors, Inc.
Lawrence Perez (CRD# 2011480) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Linthicum Heights, MD and has over 13 years of experience in the finance industry.
Commonwealth Financial Network
Planning Solutions Group, LLC
Summit Financial Group Inc.
|Valic Financial Advisors||Linthicum, MD||Jun 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2004|
|S63||Uniform Securities State Law Examination||Jul 2006|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV