Steward Partners Investment Advisory
47yrs
Top advisor by experience in Lake Oswego
44yrs
David John Perez
Financial advisor at Raymond James & Associates
At a glance
Experience44 years (since 1982)
How that compares ?Top 1% by experience in Oregon
Office5300 Meadows Road Suite 250, Lake Oswego, OR 97035
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
States licensed ?2 states
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2017 – nowRaymond James & Associates, Inc.Current firm
- 2010 – 2017Robert W. Baird & Co. IncorporatedPreviously
- Jun 2009 – May 2010Morgan StanleyPreviously
- 1994 – 2009Citigroup Global Markets Inc.Previously
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Raymond James & Associates at 727-567-1000 and ask for David John Perez. David works from the Lake Oswego, OR office.
How long has David been a financial advisor?
David has been in the industry since 1982, about 44 years. Top 1% by experience in Oregon.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask David for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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