ADVISOR BIO

Perry James Johnson is a financial professional with over 10 years of experience in the financial services industry. Perry is a Certified Financial Planner™ professional and holds Series 6, 7, 63 and 65 licenses. Perry's previous experience includes working with Trilogy Financial Services, National Planning Corporation, LPL Financial LLC, and Cetera Advisor Networks LLC. Perry is currently registered as an investment advisor representative with Sovran Advisors, LLC in California and Texas. Perry provides financial planning and asset management services to individuals, families, and small businesses. Perry has a strong commitment to helping clients achieve their financial goals and is dedicated to providing personalized service.

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ADVISOR BIO

Perry Lester Phaneuf is a registered representative with LPL Financial LLC. Perry has been in the industry since 1997 and has a Series 6, Series 63, and Series 99TO license. Perry is registered to conduct business in California. Perry was previously registered with FIRST INVESTORS CORPORATION.

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ADVISOR BIO

Perry Richards is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Perry is a veteran in the financial services industry with a wealth of experience spanning over three decades. Perry provides a variety of services to clients including portfolio management, financial planning, and pension consulting. Perry has held numerous licenses throughout Perry's career including the Series 63, Series 65, and Series 7 registrations. Perry's firm, Merrill Lynch, Pierce, Fenner & Smith Inc., is a large firm with a diversified range of clients and investment strategies.

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ADVISOR BIO

Perry Zeigler is a financial advisor with over 30 years of experience in the industry. Perry is currently registered with UBS Financial Services Inc. and is licensed in multiple states. Perry has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Smith Barney Inc., and Lehman Brothers Inc. Perry has a wide range of experience and expertise, including investment management, financial planning, and retirement planning. Perry offers a variety of services to help clients meet their financial goals.

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ADVISOR BIO

Perry Higginson Bacon is a financial advisor with LPL Financial LLC. Perry has been in the financial industry since 2006 and is registered to provide investment advice in 40 states. Perry's previous experience includes working at Wells Fargo Advisors Financial Network, LLC and Morgan Stanley. Perry has a strong track record of providing investment advice and financial planning services to a diverse range of clients, including individuals, families, businesses, and retirement plans.

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ADVISOR BIO

Perry Andrew Kotval is a financial advisor with Galileo Planning Group, Inc. Perry is a CERTIFIED FINANCIAL PLANNER™ professional. Perry has been a financial advisor since 2007. Perry is licensed in California and Washington. Perry is registered with the state of California, and Washington. Perry specializes in financial planning, pension consulting and selection of other advisers.

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ADVISOR BIO

Perry a. Novak is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Perry Novak has been in the financial services industry since 1983 and holds licenses in both California and Texas. Perry a. Novak has worked for UBS Financial Services Inc, Citigroup Global Markets Inc, Lehman Brothers Inc and E. F. Hutton & Company Inc in the past. Perry a. Novak specializes in retirement planning, asset allocation, and investment management. Perry a. Novak works with a variety of clients, including individuals, families, businesses, and institutions. Perry a. Novak is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Peta Perri Sklarz is a financial advisor with Raymond James & Associates, Inc., located in Beverly Hills, CA. Peta has been working in the financial services industry since 2000. Peta has experience working with a variety of clients, including individuals, corporations, and institutions. Peta is registered with FINRA as a Registered Representative and is also licensed in multiple states as an Investment Advisor Representative.

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ADVISOR BIO

Petar Repar is a financial advisor registered with UBS Financial Services Inc. Repar has been in the industry since November 21, 2017. Repar is licensed to conduct business in the states of California, Delaware, Maryland, Nevada, New York, Tennessee, and Texas. Repar specializes in providing financial planning services to individuals, businesses, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Repar is also licensed to provide securities and investment advisory services.

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ADVISOR BIO

Pete Yang is a registered representative with W&S Brokerage Services, Inc. located in Stockton, California. Pete has been in the securities industry since 2007. Pete is licensed to conduct business in California and has passed the Series 6, Series 26, and Series 63 exams. Prior to joining W&S Brokerage Services, Inc. Pete worked for PFS INVESTMENTS INC.. Pete specializes in securities and investment company products/variable contracts.

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