David PerezCRD Number: 1039895
Current Firm: Raymond James & Associates, Inc.
David Perez (CRD# 1039895) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lake Oswego, OR and has over 35 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Smb Financial Services, Inc.
Cable Hill Partners, LLC
|Robert W. Baird & Company Inc.||Lake Oswego, OR||Apr 2010 - Current||8|
|Morgan Stanley Smith Barney||Portland, OR||Jun 2009 - Apr 2010||< 1|
|Citigroup Global Markets Inc.||Portland, OR||Jul 1993 - Jun 2009||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1982|
|S65||NASAA Investment Advisors Law Examination||Oct 1991|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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