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Brian Keith Perry

PURE FINANCIAL ADVISORS, LLC·SAN DIEGO, California
Unclaimed Profile
3131 CAMINO DEL RIO N, SAN DIEGO, CA 92108CRD# 2786332Firm CRD# 144316
01

About

Brian Keith Perry is a registered financial advisor based in SAN DIEGO, California, affiliated with PURE FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PURE FINANCIAL ADVISORS, LLC
PURE FINANCIAL ADVISORS, LLC
AUM
$6.3B
Regulatory assets under management
Employees
139
Total firm employees
View all advisors at PURE FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2786332
Firm CRD# 144316
No disclosures on file
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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