Michael
Perin

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5764420
Investment Advisor
in Lewisville, TX

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About this Advisor

Michael Perin is a financial advisor based out of Lewisville, Texas, who has been in the financial industry for 10 years. Perin works at Tiaa-Cref Individual & Institutional Services, LLC. Their career trajectory has included roles at Primerica Financial Services, Pfs Investments, Inc, Perin'S Playhouse, Mr Handyman, Avalon Const, Us Remodeling, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and Perin'S Taekwondo Center. Perin maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and can advise clients in Texas. Tiaa-Cref Individual & Institutional Services, LLC is a company that has its headquarters in Lewisville, Texas. The investment advisory business has offices in 153 locations and a total of 1,991 financial advisors. It controls $26 billion in assets between its 64,735 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 38 charities and foundations. Of its 64,735 customer accounts, 62% are held by high-net-worth investors who have more than $1 million in assets. Tiaa-Cref Individual & Institutional Services, LLC has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors depend on which service is offered. However, fee types billed by Tiaa-Cref Individual & Institutional Services, LLC most likely are comprised of any combination of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

2850 Lake Vista Drive Suite 110, Lewisville Regional
Lewisville, TX 75067

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$25,183,075,928

TX Average: $7,464,549,021
Total Number of Employees

1,988

TX Average: 88
Total Number of Accounts

69,021

TX Average: 3,892
Average Account Size

$364,861

TX Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michael Perin Work History

Michael has 10 years of experience.

2018 - Present (1 year)

Tiaa

2018 - Present (1 year)

Tiaa-Cref Individual & Institutional Services, LLC

2016 - Present (3 years)

Perin'S Taekwondo Center

2010 - 2010 (< 1 year)

Pfs Investments, Inc

2010 - 2010 (< 1 year)

Perin'S Playhouse

2010 - 2016 (6 years)

Tiaa

2010 - 2016 (6 years)

Tiaa-Cref Individual & Institutional Services, LLC

2009 - 2010 (1 year)

Primerica Financial Services

2009 - 2009 (< 1 year)

Mr Handyman

2009 - 2009 (< 1 year)

Avalon Const

2009 - 2009 (< 1 year)

Us Remodeling

Disclosures

Michael Perin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Advice And Planning Services

Kelsey Summers
Ames, IA
Jonathan Moyer
Buffalo, NY
Michael Perin
Lewisville, TX
Mark Durrenberger
Evanston, IL
William Gibson
Lewisville, TX
Sam Titus
Williston, VT
Aaron Moberg
Ames, IA
Thomas Davis
Hamden, CT

This content was compiled from the SEC and FINRA.

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