Humberto Perez
Humberto Perez is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Idaho Falls, ID, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2225 W Broadway St, Ste I, Idaho Falls, ID, 83402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Humberto is an independent contractor and owner of Perez Investments, primarily for tax purposes, dedicating minimal time. He also plays guitar in the 40 Somethin Band, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward JonesBroker
State Registrations15 states
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