Elier Peraza is a CFP-designated registered investment advisor, based in Campbell, CA, with 19 years of industry experience.
Location
42 West Campbell Ave, Third Floor, Campbell, CA, 95008
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Elier sells insurance through Avantax Insurance Agency and Services, dedicating a few hours per week. He also serves as Director of Financial Services for Johanson & Yau and JY Wealth Care, spending nearly full-time on these roles, and is involved in EIA sales/service and rental property ownership, each requiring minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations20 states
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