Alfredo Perez, financial advisor Rincon PR

Alfredo Perez

CRD Number: 4193919
Current Firm: Lincoln Financial Securities Corporation

Alfredo Perez (CRD# 4193919) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Rincon, PR and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Securities Corporation Rincon, PR Mar 2010 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2000
Contact Info for Alfredo Perez
Phone Number: 800-237-3813
Registered State(s):
  • PR
By the Numbers
  • Total Assets Under Management
    3,945
    MILLIONS
  • Total Number of Accounts
    18,171
    ACCOUNTS
  • Average Account Value
    $217,088
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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