Benjamin Perron, financial advisor Bethesda MD
88 score

Benjamin Perron

CRD Number: 6431011
Current Firm: Archer Investment Corporation

Benjamin Perron (CRD# 6431011) is an Investment Advisor Representative working at Archer Investment Corporation in Bethesda, MD and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Archer Investment Corporation Indianapolis, IN Dec 2014 - Current 2
Sullivan & Co Bethesda, MD Sep 2014 - Current 2
Mack Design + Build Ashburn, VA Jul 2014 - Sep 2014 < 1
Elon University Elon, NC Dec 2004 - Jul 2014 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2015
Contact Info for Benjamin M. Perron
Phone Number: 317-581-1776
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    175
    MILLIONS
  • Total Number of Accounts
    1,200
    ACCOUNTS
  • Average Account Value
    $145,833
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, FL, GA, IL, IN, MD, ME, MI, MO, NC, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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