Fabian Perez, financial advisor Carmel IN
93 score

Fabian Perez

CRD Number: 5470845
Current Firm: Foresters Equity Services, Inc.

Fabian Perez (CRD# 5470845) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Carmel, IN and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Foresters Equity San Diego, CA Apr 2015 - Current 3
Park Avenue Securities Austin, TX Jan 2010 - Mar 2015 5
Guardian Life Insurance Company Of America Austin, TX Oct 2009 - Mar 2015 5
Axa Advisors, LLC New York, NY Dec 2007 - Aug 2009 1
John's Equipment Leander, TX Feb 2000 - Mar 2008 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Fabian E. Perez
Phone Number: 858-550-4844
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    16
    MILLIONS
  • Total Number of Accounts
    181
    ACCOUNTS
  • Average Account Value
    $88,483
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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