Paul Perreault
Paul Perreault is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Scottsdale, AZ, with 38 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ, 85258-2023
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2011Customer Dispute
October 2008Customer Dispute
August 2007Customer Dispute
April 2007Other Business ActivitiesSells Insurance
Paul is involved with the Four Peaks Rotary and acts as a successor trustee for the Perreault Family Trust. He is also a partner in Perreault Wealth Management LLC and has been involved with non-variable insurance since 1992.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Previous Registrations
First Financial Equity CorporationBroker
First Financial Equity Corporation
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Banc One Securities CorporationBroker
Wma Securities, INC.Broker
PFS Investments INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.