Anthony Andres Perez

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Los Angeles, CA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Los Angeles, CA

Other Businesses

Independent Insurance Brokering; HCC Tokyo Marine; 04/27/2016; Disability Income / Genworth; 04/03/2003; Long Term Care. Business Ownership; Perez Advisor Services, Inc.; Manage and lead Orchard Financial group, a Private Wealth Advisory Franchise of Ameriprise Financial; This entity will pay for all my rent, location expenses and non-licensed staff salaries; 12400 Wilshire Blvd,Suite 1210Los Angeles, CA 90405, ,; Not Investment-Related; 03/03/2011; 10 to 19 hours per month; 10 to 19 during trading hours / Enlightened VOX; Co-owner; Retail; 742 N June St, , Los Angeles, CA, 90038; Not Investment-Related; 04/10/2025; 10 to 19 hours per month; 0 during trading hours. Other Business Activities; Property Rental; I am requesting to rent out my pool by the hour on the app Swimply.; 742 N June St, , Los Angeles, CA, 90038; Not Investment-Related; 05/01/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-06-09

Designations

• Certified Financial Planner