Laree E. Perez

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL

Phoenix, AZ

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CRD#: 707650

Professional summary

Laree Estes Perez, who also goes by Laree E Perez Durham, Laree Estes Durham, Laree Durham, Laree E Perez, is a registered financial advisor currently at DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. located in Phoenix, Arizona.

Laree is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Laree has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Laree E Perez Durham | Laree Estes Durham | Laree Durham | Laree E 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.

LAREE SITS ON THE BOARD OF DIRECTORS AND TWO OTHER COMMITTEES FOR MARTIN MARIETTA. ADDRESS: 4123 PARKLAKE AVENUE ROAD, RALEIGH, NC 27612. SHE IS A MEMBER OF THE AUDIT COMMITEE AND THE NOMINATING AND CORPORATE GOVERNANCE COMMITTEE. MARTIN MARIETTA IS A SUPPLIER OF AGGREGATES AND HEAVY BUILDING MATERIALS. MS. PEREZ DEVOTES APPROXIMATELY TWO HOURS/MONTH (ONE HOUR/MONTH DURING SECURITIES TRADING HOURS) TO THE OTHER BUSINESS. THIS INVOLVES PREPARING FOR AND ATTENDING MEETINGS. MS. PEREZ IS ALSO THE MANAGING PARTNER OF SEVERAL LLCS CREATED FOR PERSONAL LIABILITY PURPOSES. THESE LLCS OWN REAL ESTATE. SHE DEVOTES 0 HOURS TO THESE LLCS AND HAS NO DUTIES. THEY ARE AS FOLLOWS: LEP PROPERTIES, LLC., 6619 NORTH SCOTTSDALE ROAD, SCOTTSDALE, AZ 85250, JUNE 30, 2016; LEP PROPERTIES TX, LLC., 3900 INTERSTATE 40 EAST, AMARILLO, TX 79103, START: JUNE 30, 2016; LEP PROPERTIES TX, LLC, 317 SOUTHWEST LOOP 289, LUBBOCK, TX 79404, START: JUNE 30, 2016; LEP CABOOSE LLC, 2300 DEER VALLEY DRIVE EAST #301, PARK CITY, UTAH 84060, START: MARCH 16, 2017; LEP PROPERTIES UT LLC, ONE WHITNEY ROAD, KAMAS,UT, 84036, START: JUNE 18, 2018.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laree Estes 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

September 17, 2015 - Present

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC.

RIA

CRD#: 121560

Phoenix, AZ

Past

January 1, 1998 - October 23, 2003

LOOMIS, SAYLES & COMPANY, L.P.

RIA

CRD#: 105377

BLOOMFIELD HILLS, MI

Past

August 15, 1989 - January 19, 1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Past

May 5, 1986 - September 5, 1989

THOMSON MCKINNON SECURITIES INC.

CRD#: 829

Past

April 25, 1980 - May 12, 1986

E. F. HUTTON & COMPANY INC

CRD#: 235

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC.

DEROY & DEVEREAUX | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC.

CRD#: 121560 / SEC#: 801-61316

RIA

Registered Investment Advisory firm - (7/16/2002 Approved)

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

Arizona
(9/21/2015)

IAR

Michigan
(11/17/2015)

IAR

Texas
(9/17/2015)

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 65

Date: 9/17/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/27/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/19/1980

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/1/1992

General Securities Principal Examination

Current Firm

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC.

DEROY & DEVEREAUX | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC.

CRD#: 121560 / SEC#: 801-61316

RIA

Registered Investment Advisory firm - (7/16/2002 Approved)

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Contact information

Main Address

40705 Woodward Avenue Suite 150, Bloomfield Hills, MI 48304

Mailing Address

Phone number

(248) 358-3220

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (UPDATED FEBRUARY 28, 2025) (2/28/2025)

Regulatory assets under management

Total Number of Accounts	588
AUM (Assets Under Management)	$ 2,247,244,101

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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Laree E. Perez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laree Estes Perez's CRS (Customer Relationship Summary).

Certified licenses

Experience

LOOMIS, SAYLES & COMPANY, L.P.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

THOMSON MCKINNON SECURITIES INC.

E. F. HUTTON & COMPANY INC

Primary Firm SEC Registration

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/17/2015

Series 63

Date: 10/27/1992

Series 7

Date: 4/19/1980

Series 24

Date: 12/1/1992

Current Firm

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC.

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC.

TRUST BUT VERIFY

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