Unclaimed Profile

Angel Manuel Perez

IDEAL LIFE FINANCIAL ADVISORS·FOLSOM, California

SIE, Series 6, Series 7, Series 63, Series 66CFPClean record20 years registeredIDEAL LIFE FINANCIAL ADVISORS

2240 EAST BIDWELL STREET, FOLSOM, CA 95630CRD# 2854651Firm CRD# 164084

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Angel Manuel Perez · FOLSOM, CA

Registration

CRD #2854651 · IDEAL LIFE FINANCIAL ADVISORS · 20 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Apr 2020 – present

IDEAL LIFE FINANCIAL ADVISORS, LLC

May 2012 – Jul 2020

FOLSOM, CA

LPL FINANCIAL LLC

Apr 2012 – Mar 2013

FOLSOM, CA

CAMBRIDGE LEGACY ADVISORS, INC.

Feb 2011 – Dec 2012

FOLSOM, CA

QA3 FINANCIAL LLC

Dec 2009 – Feb 2011

FOLSOM, CA

1ST GLOBAL ADVISORS INC

Jan 2006 – Nov 2009

FOLSOM, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · January 31, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IDEAL LIFE FINANCIAL ADVISORS

CRD 164084 · SEC 801-76635

AUM

$36M

Regulatory assets under management

Services offered by IDEAL LIFE FINANCIAL ADVISORS

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at IDEAL LIFE FINANCIAL ADVISORS →

Introduction

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Frequently Asked Questions

What services does Angel Manuel Perez offer?

Angel Manuel Perez specializes in Financial Planning, Investment Management. Contact their office in FOLSOM, California for a consultation.

What are Angel Manuel Perez's credentials?

Angel Manuel Perez holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Angel Manuel Perez located?

Angel Manuel Perez is based in FOLSOM, California, working with IDEAL LIFE FINANCIAL ADVISORS. Their office serves clients in the FOLSOM metropolitan area and surrounding communities.

How does Angel Manuel Perez charge for services?

Angel Manuel Perez's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IDEAL LIFE FINANCIAL ADVISORS?

IDEAL LIFE FINANCIAL ADVISORS is a registered investment adviser with the SEC, managing $36M in regulatory assets under management. See their Form ADV for full details.

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