Alexander H. Perez

FFO INVESTMENTS

TAMPA, FL 33602

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CRD#: 6752822

Professional summary

Alexander Hull Perez, who also goes by Alexander Perez, Alex Perez, is a registered financial advisor currently at FFO INVESTMENTS LLC located in Tampa, Florida.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Alexander has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alexander Perez | Alex Perez

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Hull Perez's CRS (Customer Relationship Summary).

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

May 20, 2026 - Present

FFO INVESTMENTS LLC

Office #1: 1905 Market St, Tampa, FL 33602

RIA

CRD#: 338887

TAMPA, FL

Past

August 5, 2022 - February 26, 2026

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ST. PETERSBURG, FL

Past

August 4, 2022 - February 26, 2026

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

March 25, 2022 - July 26, 2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

ST PETERSBURG, FL

Past

March 1, 2022 - July 26, 2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

ST PETERSBURG, FL

Past

January 25, 2021 - June 30, 2021

MORGAN STANLEY

RIA

CRD#: 149777

Tampa, FL

Past

November 12, 2020 - June 30, 2021

MORGAN STANLEY

CRD#: 149777

Tampa, FL

Past

March 28, 2017 - October 27, 2020

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SAINT PETERSBURG, FL

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.

Highlighted states indicate IAR registrations

IAR

Florida
(5/20/2026)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/22/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/6/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/15/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/28/2017

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FFO INVESTMENTS LLC

CRD#: 338887 / SEC#: 801-134929

RIA

Registered Investment Advisory firm - (12/17/2025 120-Day Approval)

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Contact information

Main Address

1905 Market St, Tampa, FL 33602

Mailing Address

Phone number

(302) 584-3415

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (11/11/2025)

ADV PART 2A (11/11/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

Firm Stability Insights

Alexander H. Perez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Hull Perez's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

WELLS FARGO CLEARING SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/22/2021

Series 63

Date: 4/6/2017

Series 7TO

Date: 12/15/2020

SIE

Date: 10/1/2018

Series 6

Date: 3/28/2017

Current Firm

FFO INVESTMENTS LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

FFO INVESTMENTS LLC

TRUST BUT VERIFY

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