LP
CFP
LP
CFP

Louis Perfetti

20 Years of Experience
Linwood, NJ
Broker

Louis Perfetti is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Linwood, NJ, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Linwood, NJ

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Wells Fargo Advisors
May 2024 - Present · 2 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Advisors
January 2008 - May 2024 · 16 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
September 2006 - May 2024 · 17 yrs 8 mos
Metlife Securities INC.Broker
November 2005 - August 2006 · 9 mos
Metropolitan Life Insurance CompanyBroker
November 2005 - August 2006 · 9 mos
State Registrations41 states
ALAZCACOCTDCDEFLGAHIIAIDILINKSLAMAMDMEMIMNMONCNHNJNMNVNYOHORPARISCSDTNTXUTVAVTWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.