Michael Perry, financial advisor Dallas TX
98 score

Michael Perry

CRD Number: 3097960
Current Firm: Retirement Advisors, LLC
Michael Perry (CRD# 3097960) is an Investment Advisor Representative working at Retirement Advisors, LLC in Dallas, TX and has over 17 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Retirement Advisors, LLC Dallas, TX Jun 2008 - Current 8
Perryman Securities, Inc. Dallas, TX Feb 2010 - Dec 2013 3
Mbm Securities, Inc. Houston, TX Jul 2003 - Mar 2008 4
Mbm Advisors Inc. Dallas, TX Mar 1998 - Mar 2008 10
Exam Code Name Passed Date
S6 Investment Company and Variable Contracts Products Representative Examination (IR) Aug 1998
S63 Uniform Securities State Law Examination Aug 1998
S7 General Securities Representative Examination (GS) Oct 2005
S65 NASAA Investment Advisors Law Examination Sep 2006
Contact Info for Michael C. Perry
By the Numbers
  • Total Assets Under Management
    219
    MILLIONS
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $3,782,002
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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