Kristen PerezCRD Number: 6239131
Current Firm: Harris Financial Advisors, Inc.
Kristen Perez (CRD# 6239131) is an Investment Advisor Representative working at Harris Financial Advisors, Inc. in Torrance, CA and has 1 year of experience in the finance industry. Kristen Perez 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.
Jst Investment Consulting
Fried Asset Management, Inc.
|Harris Financial Advisors, Inc.||Torrance, CA||Sep 2009 - Current||7|
|None||Hawthorne, CA||Feb 2009 - Sep 2009||< 1|
|Accenture LLC||El Segundo, CA||Feb 2005 - Feb 2009||4|
Total Assets Under Management321MILLIONS
Total Number of Accounts978ACCOUNTS
Average Account Value$328,055
- 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
- Educational seminars/workshops
AZ, CA, NH, OH, TX, WA