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Who's right for you.

David A. Perry, CFP®

LPL FINANCIAL

12535 Seal Beach Blvd
Ste 110
Seal Beach, CA 90740-2746
Phone: (562) 493-0031
Fax: (562) 493-4091

Household Income Minimum: $100,000
Investable Asset Minimum: $100,000

Specialties
  • Estate Planning
  • Investment Management
  • Retirement

 

How Planner Charges
N/A