Unclaimed Profile

Claude Jon Gubler

PERIOPE, LC·ST. GEORGE, Utah

Series 6, Series 63, Series 65Clean record24 years registeredPERIOPE, LC

162 NORTH 400 EAST, ST. GEORGE, UT 84770CRD# 3089980Firm CRD# 144256

Profile Verification

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

Identity

Claude Jon Gubler · ST. GEORGE, UT

Registration

CRD #3089980 · PERIOPE, LC · 24 years registered

Brand Profile

Not yet started

Career History

PERIOPE, LC

Aug 2007 – present

ALLEGIS ADVISORS, INC.

Dec 2004 – Aug 2007

SALT LAKE CITY, UT

ESI FINANCIAL ADVISORS

Apr 2002 – Nov 2004

ST. GEORGE, UT

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · April 10, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PERIOPE, LC

CRD 144256 · SEC 801-130296

AUM

$125M

Regulatory assets under management

Employees

561 client accounts

Services offered by PERIOPE, LC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PERIOPE, LC →

Introduction

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Frequently Asked Questions

What services does Claude Jon Gubler offer?

Claude Jon Gubler specializes in Investment Management, Fee-Only Advisory. Contact their office in ST. GEORGE, Utah for a consultation.

What are Claude Jon Gubler's credentials?

Claude Jon Gubler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Claude Jon Gubler located?

Claude Jon Gubler is based in ST. GEORGE, Utah, working with PERIOPE, LC. Their office serves clients in the ST. GEORGE metropolitan area and surrounding communities.

How does Claude Jon Gubler charge for services?

Claude Jon Gubler's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PERIOPE, LC?

PERIOPE, LC has approximately 2 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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