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Loretta Irene Perry

DANIEL G. GENSLER·CORONADO, California
SIE, Series 7, Series 24, Series 27, Series 66Clean recordDANIEL G. GENSLER
120 C AVENUE, SUITE 170, CORONADO, CA 92118CRD# 1258330Firm CRD# 110543

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Loretta Irene Perry · CORONADO, CA
Registration
CRD #1258330 · DANIEL G. GENSLER
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 66
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
DANIEL G. GENSLER
CRD 110543 · SEC 801-100472
AUM
$368M
Regulatory assets under management
Employees
7
780 client accounts
Services offered by DANIEL G. GENSLER
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DANIEL G. GENSLER →
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Frequently Asked Questions

What services does Loretta Irene Perry offer?
Loretta Irene Perry specializes in Financial Planning, Investment Management. Contact their office in CORONADO, California for a consultation.
What are Loretta Irene Perry's credentials?
Loretta Irene Perry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Loretta Irene Perry located?
Loretta Irene Perry is based in CORONADO, California, working with DANIEL G. GENSLER. Their office serves clients in the CORONADO metropolitan area and surrounding communities.
How does Loretta Irene Perry charge for services?
Loretta Irene Perry's firm is compensated through percentage of aum, hourly charges, other: financial planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DANIEL G. GENSLER?
DANIEL G. GENSLER has approximately 7 employees and manages $368M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Daniel George Gensler
CORONADO, CA
CFP

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