Perry Weyser, financial advisor Bloomfield NJ
96 score

Perry Weyser

CRD Number: 3132457
Current Firm: H.d. Vest Advisory Services, Inc.

Perry Weyser (CRD# 3132457) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Bloomfield, NJ and has over 17 years of experience in the finance industry. Perry Weyser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hd Vest Insurance Agency Inc. Irving, TX Mar 2016 - Current < 1
H.d. Vest Investment Services Ocean, NJ Sep 1998 - Current 18
Perry Weyser, Cpa Bloomfield, NJ Jan 1998 - Dec 2006 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
Contact Info for Perry P. Weyser
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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