Deborah Ann Peri
Investment adviser representative at Team Hewins, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4BFirm assets
Are you Deborah Ann Peri? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
21 years in the industry.
- Team Hewins, LLCJul 2024 to now
- Redwood Park Advisors, LLCSep 2020 to Jul 2024
- Curran & Lewis Investment Management, Inc.Mar 2005 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (CA).
Team Hewins, LLC
$4BAssets managed
576Clients
23Advisers
8 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
- 4362375
- Firm CRD
- 291194