Perspective Financial Services LLC

Perspective Financial Services LLC (CRD# 127704) is a financial advisory firm headquartered in Phoenix, AZ. They manage $144,392,734 in 702 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    702
    ACCOUNTS
  • Average Account Value
    $205,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, TX, WA

Financial Advisors at Perspective Financial Services LLC
Showing 1 - 5 of 5 top financial advisors.
1
Guadalupe A. Camargo
CRD#: 5086119
Phoenix, AZ 85014

Guadalupe Camargo (CRD# 5086119) is an Investment Advisor Representative working at Perspective Financial Services LLC in Phoenix, AZ and has over 13 years of experience in the finance industry.

2
Patrick B. Eng
CRD#: 2329817
Phoenix, AZ 85014

Patrick Eng (CRD# 2329817) is an Investment Advisor Representative working at Perspective Financial Services LLC in Phoenix, AZ and has over 19 years of experience in the finance industry.

3
Michael A. Larriva
CRD#: 2402601
Phoenix, AZ 85014
Michael Larriva (CRD# 2402601) is an Investment Advisor Representative working at Perspective Financial Services LLC in Phoenix, AZ and has over 25 years of experience in the finance industry. Michael Larriva has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
4
James J. Mailliard
CRD#: 2206396
Phoenix, AZ 85014

James Mailliard (CRD# 2206396) is an Investment Advisor Representative working at Perspective Financial Services LLC in Phoenix, AZ and has over 28 years of experience in the finance industry. James Mailliard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Michael P. McCann
CRD#: 2153183
Phoenix, AZ 85014

Michael McCann (CRD# 2153183) is an Investment Advisor Representative working at Perspective Financial Services LLC in Phoenix, AZ and has over 28 years of experience in the finance industry. Michael McCann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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