Robert D. Perussina

WESPAC ADVISORS

ORINDA, CA 94563

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CRD#: 861216

Professional summary

Robert Daniel Perussina is a registered financial advisor currently at WESPAC ADVISORS, LLC located in Orinda, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. Robert has worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

General Manager of VitaNova Properties, LLC. Self-employed developing and selling residential real estate properties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Daniel Perussina'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

November 1, 2011 - Present

WESPAC ADVISORS, LLC

Office #1: 4 Orinda Way, Suite 100-b, Orinda, CA 94563

RIA

CRD#: 148242

ORINDA, CA

Past

March 22, 2004 - February 7, 2005

FINANCIAL TELESIS INC

CRD#: 31012

SAN RAFAEL, CA

Past

May 15, 2003 - October 6, 2003

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

June 8, 2001 - October 7, 2003

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

CONCORD, CA

Past

December 19, 2000 - May 15, 2003

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

January 18, 1995 - December 31, 1998

JRL CAPITAL CORPORATION

CRD#: 10225

Past

April 5, 1988 - December 31, 1998

JRL CAPITAL CORPORATION

CRD#: 10225

IRVINE, CA

Past

December 24, 1987 - April 5, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

October 16, 1980 - December 24, 1987

FINANCIAL PLANNERS EQUITY CORPORATION

CRD#: 7420

Past

January 2, 1979 - November 2, 1980

INDEPENDENT FINANCIAL PLANNERS CORPORATION

CRD#: 653

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".

WESPAC ADVISORS, LLC

CRD#: 148242 / SEC#: 801-69552

RIA

Registered Investment Advisory firm - (9/24/2008 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

California
(11/1/2011)

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: 10/28/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/10/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/16/1983

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 12/18/1978

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/6/1986

General Securities Principal Examination

Current Firm

WESPAC ADVISORS, LLC

CRD#: 148242 / SEC#: 801-69552

RIA

Registered Investment Advisory firm - (9/24/2008 Approved)

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Contact information

Main Address

4 Orinda Way Suite 100-b, Orinda, CA 94563

Mailing Address

735 Plumas Street, Reno, NV 89509

Phone number

(510) 287-5255

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV FORM PART 2A (7/10/2025)

Regulatory assets under management

Total Number of Accounts	639
AUM (Assets Under Management)	$ 1,080,141,470

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
01/28/2025	Cover Page	Report
07/21/2023	Cover Page	Report
10/26/2022	Cover Page	Report

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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Robert D. Perussina

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Daniel Perussina's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL TELESIS INC

SECURITIES AMERICA, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

JRL CAPITAL CORPORATION

JRL CAPITAL CORPORATION

INTEGRATED RESOURCES EQUITY CORPORATION

FINANCIAL PLANNERS EQUITY CORPORATION

INDEPENDENT FINANCIAL PLANNERS CORPORATION

Primary Firm SEC Registration

WESPAC ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/28/2011

Series 63

Date: 3/10/1994

Series 7

Date: 7/16/1983

Series 1

Date: 12/18/1978

Series 24

Date: 8/6/1986

Current Firm

WESPAC ADVISORS, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WESPAC ADVISORS, LLC

TRUST BUT VERIFY

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