Cheyanne Selena Perez
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$819.1BFirm assets
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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
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCDec 2025 to now
- Aspire Wealth PartnersJan 2021 to now
- UnemployedOct 2020 to Jan 2021
- Southern New Hampshire UniversityApr 2020 to Sep 2020
- Scorpion TechnologiesFeb 2020 to Mar 2020
- HomemakerMar 2019 to Feb 2020
- Southwest Sun ControlSep 2017 to Mar 2019
- Title Security AgencyMar 2016 to Sep 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7322801
- Firm CRD
- 6413