Paul Perez (CRD# 6862619) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Antonio, TX and has over 6 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Victory Capital Services, Inc. | San Antonio, TX | Oct 2019 - Current | 4 |
| P. E. Perez Enterprise, Llc/so Noshn' Good | San Antonio, TX | Oct 2016 - Mar 2024 | 7 |
| Kforce, Inc. | San Antonio, TX | Mar 2019 - Apr 2020 | 1 |
| Usaa Financial Advisors, Inc. | San Antonio, TX | Mar 2019 - Jul 2019 | < 1 |
| Usaa Investment Management Company | San Antonio, TX | Mar 2019 - Jul 2019 | < 1 |
| Edward Jones | St Louis, MO | Oct 2017 - Aug 2018 | < 1 |
| U.s. Army | Fort Hood, TX | Aug 2013 - Sep 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
- TX
-
Total Assets Under Management151,257MILLIONS
-
Total Number of Accounts2,923ACCOUNTS
-
Average Account Value$51,747,210
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
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, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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