Toni Marie Perez is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with CPC ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CPC ADVISORS, LLC | 2022-11-03 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2022-03-02 | 2023-01-13 | — |
| CHARLES SCHWAB & CO., INC. | 2018-04-20 | 2021-09-03 | — |