Preston Perez
Preston Perez is a registered investment advisor at Raymond James & Associates, INC., based in Mandeville, LA, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1540 W Causeway Approach, Mandeville, LA, 70471
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Preston is an advisory board member for Lakeview Shepherd Center, a non-profit organization, dedicating minimal time. He also owns Poisson Rouge Catering, LLC, spending minimal time on catering and cooking duties.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
State Registrations13 states
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