Michael PerezCRD Number: 6310761
Current Firm: Usaa Investment Management Company
Michael Perez (CRD# 6310761) is an Investment Advisor Representative working at Usaa Investment Management Company in San Antonio, TX and has over 3 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Usaa Investment Management Company||San Antonio, TX||Jan 2018 - Current||< 1|
|Usaa Financial Planning Services||Phoenix, AZ||Feb 2015 - Current||3|
|Usaa Financial Advisors Inc.||Phoenix, AZ||Feb 2015 - Current||3|
|Moku Services LLC||Chandler, AZ||Feb 2011 - Current||7|
|Bank Of America, N.a.||Chandler, AZ||May 2014 - Feb 2015||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chandler, AZ||Mar 2014 - Feb 2015||< 1|
|Arizona State University||Tempe, AZ||Aug 2010 - Aug 2014||4|
|Randstad Staffing||Mesa, AZ||Dec 2013 - Jan 2014||< 1|
|Chandler Chamber Of Commerce||Chandler, AZ||Aug 2013 - Dec 2013||< 1|
|United States Navy||Pearl Harbor, HI||Aug 2008 - Jul 2013||4|
|Unemployed||Chandler, AZ||Apr 2008 - Aug 2008||< 1|
|Godaddy.com||Chandler, AZ||Dec 2006 - Apr 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management25,236MILLIONS
Total Number of Accounts140,425ACCOUNTS
Average Account Value$179,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, WY
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