Paul Vincent Perez

Current Employers

Employment History

• 11/2007 → 01/2020
  Raymond James Financial Services
  Metairie, LA
• 01/2009 → 01/2020
  Raymond James Financial Services Advisors, Inc
  Metairie, LA
• 02/2013 → 01/2020
  Financial Consulting Group
  Metairie, LA
• 01/2020 → Present
  Lpl Financial, Llc
  Covington, LA

Previous Registrations

• 2009-01-02 → 2020-01-08
  Raymond James Financial Services Advisors, Inc
  Metairie, LA
• 2007-12-03 → 2009-01-02
  Raymond James Financial Services, Inc.
  Metairie, LA
  Metairie, LA
  Metairie, LA
  Covington, LA
• 2002-05-07 → 2007-11-09
  Cetera Wealth Services, Llc
  Metairie, LA
  Metairie, LA
• 2002-08-19 → 2003-03-13
  Financial Consulting Group Inc.
  Metairie, LA

Other Businesses

1) 01/08/2020 - No Business Name - Investment Related - COVINGTON, LA 70433 - Non-Variable Insurance - Agent - Start Date: 01/08/2020 - 3 Hours Per Month/1 Hour During Securities Trading - Time Spent 2%. 2) 1/18/2023 - NewEdge Advisors, LLC - DBA: Goss Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 01/03/2023 - 200 Hours Per Month/35 Hours During Securities Trading - I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 1/2023. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-08-18

Other Names

• Paul V Perez