Porfirio Perez
Porfirio Perez is a registered investment advisor at Wells Fargo Advisors, based in Gainesville, FL, with 32 years of industry experience. Porfirio is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
104 N Main St, Gainesville, FL, 32601
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2012Customer Dispute
May 2001Other Business Activities
Porfirio is a freelance writer, owning 100% of his writing business since October 2023. He dedicates a few hours per week to writing articles, short stories, and collections of fiction/non-fiction.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations25 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.
Exams
More Advisors
- Michael MarshallWells Fargo Advisors
- Ruby Watson, CFP, ChFCKoss-Olinger Consulting, LLC.
- Brian Gallagher, CFPAdvice and Planning Services
- Timothy Roark, CFPKoss-Olinger Consulting, LLC.
- Brian Watson, CFPKoss-Olinger Consulting, LLC.
- Caroline Holloway, CFPArs Wealth Advisors