Unclaimed Profile

Wade Steven Perry

WESPAC ADVISORS SOCAL, LLC·PASADENA, California

SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record27 years registeredWESPAC ADVISORS SOCAL, LLC

201 S. LAKE AVENUE, PASADENA, CA 91101CRD# 2923884Firm CRD# 158413

Profile Verification

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

Identity

Wade Steven Perry · PASADENA, CA

Registration

CRD #2923884 · WESPAC ADVISORS SOCAL, LLC · 27 years registered

Brand Profile

Not yet started

Career History

STONEMARK WEALTH MANAGEMENT

Sep 2011 – present

WESPAC ADVISORS, LLC

Sep 2009 – Jan 2012

PASADENA, CA

SOUTHWEST SECURITIES, INC.

Dec 2008 – Jul 2009

BEVERLY HILLS, CA

TOWER ASSET MANAGEMENT LLC

Jul 2004 – Jul 2009

BEVERLY HILLS, CA

M. L. STERN & CO, LLC.

Jun 2003 – Jan 2009

BEVERLY HILLS, CA

CITICORP INVESTMENT SERVICES

Feb 2003 – May 2003

TORRANCE, CA

CHARLES SCHWAB & CO., INC.

Jul 2002 – Feb 2003

LONG BEACH, CA

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Jan 1999 – Jun 2002

LONG BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 5, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WESPAC ADVISORS SOCAL, LLC

CRD 158413 · SEC 801-77286

AUM

$427M

Regulatory assets under management

Employees

748 client accounts

Services offered by WESPAC ADVISORS SOCAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WESPAC ADVISORS SOCAL, LLC →

Introduction

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Frequently Asked Questions

What services does Wade Steven Perry offer?

Wade Steven Perry specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PASADENA, California for a consultation.

What are Wade Steven Perry's credentials?

Wade Steven Perry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wade Steven Perry located?

Wade Steven Perry is based in PASADENA, California, working with WESPAC ADVISORS SOCAL, LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.

How does Wade Steven Perry charge for services?

Wade Steven Perry'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 WESPAC ADVISORS SOCAL, LLC?

WESPAC ADVISORS SOCAL, LLC has approximately 7 employees and manages $427M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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