Edgar Salinas, financial advisor Mission TX

Edgar Salinas

CRD Number: 5321944
Current Firm: Perigon Wealth Management, LLC

Edgar Salinas (CRD# 5321944) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Mission, TX and has over 16 years of experience in the finance industry. Edgar Salinas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Perigon Wealth Management, LLC Mission, TX Jan 2020 - Current 4
Fair Capital, Inc. San Francisco, CA Jun 2018 - Current 6
Ehs Software San Francisco, CA Oct 2016 - Aug 2018 1
Business Consultant San Diego, CA May 2015 - Sep 2016 1
Axa Advisors, LLC New York, NY Apr 2007 - Apr 2015 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Edgar H. Salinas
Phone Number: (877) 977-2555
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    6,941
    MILLIONS
  • Total Number of Accounts
    11,428
    ACCOUNTS
  • Average Account Value
    $607,363
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV

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