Wilma P. Gonzalez

FARMERS ASSET MANAGEMENT

Plano, TX 75023

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CRD#: 5461549

Professional summary

Wilma Perey Gonzalez, who also goes by Wilma Erni Perey, is a registered financial advisor currently at FARMERS ASSET MANAGEMENT, LLC located in Plano, Texas and FARMERS FINANCIAL SOLUTIONS, LLC located in Plano, Texas.

Wilma is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Wilma has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Aliases

Wilma Erni Perey

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

3 RENTAL HOUSES-PROPRIETOR(OWNER); # OF HOURS/MONTH- 2 HRS/MONTH; SINCE JUNE 1997 TO PRESENT; 2 IN RICHARDSON, TX; AND ONE IN GARLAND, TX. CTG GROUP LLC POSITION: Partner NATURE: Real Estate Holding Co- Residential and Commercial Properties INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2012 ADDRESS: Plano TX 75023, United States DESCRIPTION: Accounting of monthly rent and expenses GONZALEZ REVOCABLE TRUST 02/08/2017 POSITION: Co-Trsutee NATURE: Rental Homes:INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2022 ADDRESS: Dallas TX 75248, United States DESCRIPTION: Maintain rental homes if neededMonitor rental deposit every month IKE SAN JOSE PROPERTIES, LLC POSITION: Managing partner NATURE: Real estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/11/2023 ADDRESS: Sherman TX 75092, United States DESCRIPTION: Manage monthly rent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wilma Perey Gonzalez's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 5, 2026 - Present

FARMERS ASSET MANAGEMENT, LLC

Office #1: 2209 W. Parker Rd (35-21-09), Plano, TX 75023

RIA

CRD#: 336230

Plano, TX

Current

February 22, 2008 - Present

FARMERS FINANCIAL SOLUTIONS, LLC

Office #1: 2209 W. Parker Rd (35-21-09), Plano, TX 75023

CRD#: 103863

Plano, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(11/17/2015)

California
(10/15/2008)

Texas
(3/17/2008)

IAR

Texas
(8/5/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/23/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/13/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/21/2008

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

FARMERS ASSET MANAGEMENT, LLC

CRD#: 336230 / SEC#:

California

Registered Investment Advisory firm - (12/3/2025 Approved)

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Contact information

Main Address

6301 Owensmouth Ave., Woodland Hills, CA 91367

Mailing Address

Phone number

(818) 965-0277

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Wilma P. Gonzalez

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wilma Perey Gonzalez's CRS (Customer Relationship Summary).

Certified licenses

Experience

FARMERS ASSET MANAGEMENT, LLC

FARMERS FINANCIAL SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/23/2026

Series 63

Date: 3/13/2008

SIE

Date: 10/1/2018

Series 6

Date: 2/21/2008

FINRA

Current Firm

FARMERS ASSET MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

FARMERS ASSET MANAGEMENT, LLC

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