MP
MP

Mark Louis Perez

7 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
773 clients
Average Client Portfolio
$606K average
Assets Under Management
$468.3M

Fee Structure

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Location

1140 Highway 22 East, Suite 105, Bridgewater, NJ, 08807

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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.

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Other Business Activities

Mark owns rental real estate, dedicating a few hours per week to it. He also operates Paradigm Wealth Management, LLC, a DBA for his LPL business, which is a full-time commitment. Additionally, Mark is involved with Infinity Real Group, providing mortgage/real estate services, spending minimal time on this activity.

Employment History
Current Registrations
Paradigm Wealth Advisory LLC
September 2019 - Present · 6 yrs 5 mos
LPL Financial LLCBroker
April 2019 - Present · 6 yrs 10 mos
Previous Registrations
LPL Financial LLCBroker
December 2017 - June 2018 · 6 mos
State Registrations2 states
FLNJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Mark Louis Perez - Financial Advisor | TrueAdvisor