Norris Perez (CRD# 7901678) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Santa Ana, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Financial Partners, LLC | Orange, CA | Apr 2024 - Current | < 1 |
| Santa Ana Unified School District | Santa Ana, CA | Jul 1996 - Current | 27 |
- CA
-
Total Assets Under Management764MILLIONS
-
Total Number of Accounts710ACCOUNTS
-
Average Account Value$1,075,617
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, NV, TX
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