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Paul Richard Perez

DELEGATE ADVISORS, LLC·CHAPEL HILL, North Carolina
Unclaimed Profile
1335 ENVIRON WAY, CHAPEL HILL, NC 27517-8834CRD# 2424851Firm CRD# 159953
01

About

Paul Richard Perez is a registered financial advisor based in CHAPEL HILL, North Carolina, affiliated with DELEGATE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
DELEGATE ADVISORS, LLC
DELEGATE ADVISORS, LLC
AUM
$1.0B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at DELEGATE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2424851
Firm CRD# 159953
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Richard Perez offer?
Paul Richard Perez specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CHAPEL HILL, North Carolina for a consultation.
What are Paul Richard Perez's credentials?
Paul Richard Perez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Richard Perez located?
Paul Richard Perez is based in CHAPEL HILL, North Carolina, working with DELEGATE ADVISORS, LLC. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.
How does Paul Richard Perez charge for services?
Paul Richard Perez's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DELEGATE ADVISORS, LLC?
DELEGATE ADVISORS, LLC has approximately 13 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHAPEL HILL
Hannah Pinckney Mcmanus — TEAM WEALTH PLANNING AND MANAGEMENT, INC.Robert Chester Eubanks — FRANKLIN STREET ADVISORS INC.Carol Elizabeth Manzon — FRANKLIN STREET ADVISORS, INC.(jr) William Bonner Thompson — FRANKLIN STREET ADVISORS, INC.Mark William Yusko — WHITE RIVER VALUE ADVISORS, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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