Wade PerryCRD Number: 2923884
Current Firm: Stonemark Wealth Management
Wade Perry (CRD# 2923884) is an Investment Advisor Representative working at Stonemark Wealth Management in Pasadena, CA and has over 23 years of experience in the finance industry.
Awm Capital, LLC
Wealth Management Partners Of Los Angeles
Quantum Financial Advisors, LLC
|The Leaders Group, Inc.||Littleton, CO||Apr 2014 - Current||8|
|Stonemark Wealth Management Fka Wespac Advisors So Cal LLC||Pasadena, CA||Jun 2011 - Current||11|
|Key West Investments LLC||San Gabriel, CA||Feb 2014 - Apr 2014||< 1|
|Girard Securities, Inc.||San Diego, CA||May 2011 - Jan 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 1998|
Total Assets Under Management451MILLIONS
Total Number of Accounts686ACCOUNTS
Average Account Value$657,070
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, FL, MA, NV, TX
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