Frederic Paul Perret
Investment adviser representative at Horizons Sustainable Financial Services, Inc.
29 yearsExperience
2 statesRegistered in
$151.2MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Horizons Sustainable Financial Services, Inc.Aug 2020 to now
- First Affirmative Financial NetworkJan 2018 to Aug 2020
- Proequities, Inc.Nov 2000 to Dec 2017
- Collateral AgencyDec 1997 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (AL, NM).
Horizons Sustainable Financial Services, Inc.
$151.2MAssets managed
310Clients
6Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2636651
- Firm CRD
- 164970