Brian Keith Perry

Employer firm

Pure Financial Advisors, LLC CRD 144316

$11.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 05/2017
  Charles Schwab & Co., Inc.
  Fairfield, CT
• 07/2017 → 01/2022
  Pure Financial Advisors, Llc
  San Diego, CA
• 01/2022 → Present
  Pure Financial Advisors, Llc
  San Diego, CA

Previous Registrations

• 2012-09-13 → 2017-05-16
  Charles Schwab & Co., Inc.
  San Diego, CA
  Jersey City, NJ
  New York City, NY
  Lone Tree, CO
  Fairfield, CT
  New York City, NY
• 2011-12-06 → 2012-03-28
  Ubs Financial Services Inc.
  Weehawken, NJ
• 2011-01-21 → 2011-09-20
  Chandler Asset Management Inc
  San Diego, CA

Other Businesses

(1)NAME: THE HOLIDAY PARTY, FICTION BOOK, NOT INVESTMENT RELATED, 4/2/2014, AUTHOR,VARIOUS HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS, SAN DIEGO, CALIFORNIA (2) NAME: RETIREMENT REVAMP, FINANCIAL EDUCATION & WRITING BOOK - PURE IS USING AS A MARKETING TOOL OFFERED TO CLIENTS & PROSPECTS, INVESTMENT RELATED, 2020, AUTHOR, VARIOUS HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS, SAN DIEGO, CALIFORNIA (3) NAME: IGNORE THE HYPE, FINANCIAL EDUCATION & WRITING BOOK, INVESTMENT RELATED, 2020, AUTHOR, 10 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS, SAN DIEGO, CALIFORNIA (4) NAME: PIGGY BANK TO PORTFOLIO - FINANCIAL ROADMAP FOR NEW INVESTORS, FINANCIAL EDUCATION & WRITING BOOK, INVESTMENT RELATED, 2009, AUTHOR, VARIOUS HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS, SAN DIEGO, CALIFORNIA

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-02-10

Designations

• Certified Financial Planner
• Chartered Financial Analyst