Angel Manuel Perez

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 04/2012 → 03/2020
  Lpl Financial, Llc
  Folsom, CA
• 05/2012 → 04/2020
  Ideal Life Financial Advisors
  Folsom, CA
• 04/2020 → Present
  Lpl Financial, Llc
  Folsom, CA

Previous Registrations

• 2012-05-24 → 2020-07-16
  Ideal Life Financial Advisors, Llc
  Folsom, CA
• 2012-04-24 → 2013-03-27
  Lpl Financial Llc
  Folsom, CA
• 2011-02-16 → 2012-12-31
  Onyx Wealth Advisors, Inc.
  Folsom, CA
• 2009-12-01 → 2011-02-11
  Qa3 Financial Llc
  Folsom, CA
  Omaha, NE
• 2006-01-31 → 2009-11-16
  1St Global Advisors Inc
  Folsom, CA

Other Businesses

1. 4/15/2020 - GALA PROPERTIES, LLC - INVESTMENT RELATED - 2240 E BIDWELL ST FOLSOM CA 95630 - Real Estate Rental - Owner - Started 12/2005. 2. 6/9/2020 - PGL Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/15/2020 - 120 Hours Per Month/8 Hours During Securities Trading. 3. 02/25/2025 - PGL Tax Advisors - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner / Enrolled Agent - Started 11/01/2018 - 80 Hours Per Month/2 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2004-11-30
• S63 Uniform Securities Agent State Law Examination
  1997-07-10

Designations

• Certified Financial Planner