Unclaimed Profile

Paul Richard Perez

DELEGATE ADVISORS, LLC·CHAPEL HILL, North Carolina

Clean recordDELEGATE ADVISORS, LLC

1335 ENVIRON WAY, CHAPEL HILL, NC 27517-8834CRD# 2424851Firm CRD# 159953

Profile Verification

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

Identity

Paul Richard Perez · CHAPEL HILL, NC

Registration

CRD #2424851 · DELEGATE ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

Speak with Paul

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

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

Firm Overview

Firm

DELEGATE ADVISORS, LLC

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at DELEGATE ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2424851

Firm CRD# 159953

View on FINRA BrokerCheck →

Looking for a financial advisor in CHAPEL HILL?

Browse all registered financial advisors in CHAPEL HILL, North Carolina or claim this profile if it's yours.

Browse CHAPEL HILL Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →