Robbie Perry (CRD# 6534064) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Campbellsville, KY and has over 8 years of experience in the finance industry.
CRD# 4022570
Edward Jones
CRD# 5736862
Edward Jones
CRD# 6281830
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robbie & Regina Perry | Stanford, KY | Nov 2022 - Current | 1 |
| Perry Wealth Management, Llc Dba "perry & Associates Insurance" | Stanford, KY | Feb 2021 - Current | 3 |
| Perry Wealth Management LLC | Stanford, KY | Nov 2020 - Current | 3 |
| Transamerica Financial Advisors, Inc. | Campbellsville, KY | Jul 2015 - Current | 8 |
| Transamerica Agency Network | Danville, KY | Dec 2005 - Current | 18 |
| United Financial Services | Baltimore, MD | Dec 2005 - Current | 18 |
| Robbie & Regina Perry Rental Purchase Of 613 Hwy 2141, Stanford, | Stanford, KY | Feb 2023 - Feb 2023 | < 1 |
| Subway Restaurants 50% Ownership | Danville, KY | Dec 2017 - Oct 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- KY
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
-
Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.