Salvador A. Perez
Professional summary
Salvador Antonio Perez, CFP®, who also goes by Salvador Perez, Sal Antonio Perez, is a registered financial advisor currently at TOTEM WEALTH MANAGEMENT LLC located in Charlotte, North Carolina.
Salvador is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Salvador has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Salvador Antonio Perez's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
August 29, 2023 - Present
TOTEM WEALTH MANAGEMENT LLC
March 2, 2021 - May 24, 2023
FINANCIAL PLANS & STRATEGIES, INC.
August 31, 2018 - January 27, 2021
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/9/2025)
(8/29/2023)
(7/17/2025)
Exams
Current Firm
TOTEM WEALTH MANAGEMENT LLC
CRD#: 327820 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 196 |
| AUM (Assets Under Management) | $ 4,500,000 |
Red Flags
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