Unclaimed Profile

Brian Keith Perry

PURE FINANCIAL ADVISORS, LLC·SAN DIEGO, California

SIE, Series 7, Series 63CFP CFAClean record15 years registeredPURE FINANCIAL ADVISORS, LLC

3131 CAMINO DEL RIO N, SAN DIEGO, CA 92108CRD# 2786332Firm CRD# 144316

Profile Verification

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

Identity

Brian Keith Perry · SAN DIEGO, CA

Registration

CRD #2786332 · PURE FINANCIAL ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

PURE FINANCIAL ADVISORS, LLC

Aug 2017 – present

CHARLES SCHWAB & CO., INC.

Sep 2012 – May 2017

FAIRFIELD, CT

UBS FINANCIAL SERVICES INC.

Dec 2011 – Mar 2012

WEEHAWKEN, NJ

CHANDLER ASSET MANAGEMENT INC

Jan 2011 – Sep 2011

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · January 21, 2011

Years registered · 15

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PURE FINANCIAL ADVISORS, LLC

CRD 144316 · SEC 801-70137

AUM

$6.3B

Regulatory assets under management

Employees

139

17,762 client accounts

Services offered by PURE FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PURE FINANCIAL ADVISORS, LLC →

Introduction

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN DIEGO?

Browse all registered financial advisors in SAN DIEGO, California or claim this profile if it's yours.

Browse SAN DIEGO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Brian Keith Perry offer?

Brian Keith Perry specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.

What are Brian Keith Perry's credentials?

Brian Keith Perry holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian Keith Perry located?

Brian Keith Perry is based in SAN DIEGO, California, working with PURE FINANCIAL ADVISORS, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Brian Keith Perry charge for services?

Brian Keith 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 PURE FINANCIAL ADVISORS, LLC?

PURE FINANCIAL ADVISORS, LLC has approximately 139 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →