TrueAdvisor
TrueAdvisor
GP
GP

Gabriella Elisa Perez

Financial Advisors Network, INC.
7 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Financial Advisors Network, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
809 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$954.0M

Fee Structure

Financial Planning:Included in AUM fee

Location

1432 Edinger Avenue, Suite 200, Tustin, CA, 92780

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Financial Advisors Network, INC.
October 2018 - Present · 7 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
November 2017 - May 2018 · 6 mos
National Planning CorporationBroker
June 2017 - October 2017 · 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.