Perspective Financial Services LLC

Perspective Financial Services LLC (CRD# 127704) is a financial advisory firm headquartered in Phoenix, AZ. They manage $127,734,471 in 664 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    664
    ACCOUNTS
  • Average Account Value
    $192,371
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, TX, WA

Financial Advisors at Perspective Financial Services LLC
Showing 1 - 5 of 5 top financial advisors.
1
Michael A. Larriva
CRD#: 2402601
1440 E. Missouri Avenue, Suite C250, Phoenix, AZ 85014
96
Wealthminder
score

Michael Larriva (CRD# 2402601) is an Investment Advisor Representative working at Perspective Financial Services LLC in Phoenix, AZ and has over 23 years of experience in the finance industry. Michael Larriva 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.

2
Michael P. McCann
CRD#: 2153183
1440 E Missouri Avenue, Suite 250, Phoenix, AZ 85014
96
Wealthminder
score

Michael McCann (CRD# 2153183) is an Investment Advisor Representative working at Perspective Financial Services LLC in Phoenix, AZ and has over 25 years of experience in the finance industry. Michael McCann 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.

3
Guadalupe A. Camargo
CRD#: 5086119
1440 East Missouri Ave. #205, Phoenix, AZ 85014
93
Wealthminder
score

Guadalupe Camargo (CRD# 5086119) is an Investment Advisor Representative working at Perspective Financial Services LLC in Phoenix, AZ and has over 10 years of experience in the finance industry.

4
Patrick B. Eng
CRD#: 2329817
1440 East Missouri Avenue, Suite 250, Phoenix, AZ 85014
93
Wealthminder
score

Patrick Eng (CRD# 2329817) is an Investment Advisor Representative working at Perspective Financial Services LLC in Phoenix, AZ and has over 16 years of experience in the finance industry.

5
James J. Mailliard
CRD#: 2206396
1440 E. Missouri Avenue, Suite C250, Phoenix, AZ 85014
51
Wealthminder
score

James Mailliard (CRD# 2206396) is an Investment Advisor Representative working at Perspective Financial Services LLC in Phoenix, AZ and has over 24 years of experience in the finance industry. James Mailliard 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.

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