Perry ThompsonCRD Number: 6775447
Current Firm: Eagle Strategies LLC
Perry Thompson (CRD# 6775447) is an Investment Advisor Representative working at Eagle Strategies LLC in Dallas, TX and has over 3 years of experience in the finance industry.
Hedgefield Wealth Management LLC
Cravens Brothers Private Wealth Management LLC
Patton Fund Management, Inc.
|Eagle Strategies LLC||Dallas, TX||Jan 2020 - Current||< 1|
|Nylife Securities LLC||Dallas, TX||May 2017 - Current||3|
|New York Life Insurance Co||Dallas, TX||Mar 2017 - Current||3|
|Dsouza Insurance Svrs, Pllc||Garland, TX||Feb 2016 - May 2017||1|
|Dsouza Insurance Srvc, Pllc||Sachse, TX||Aug 2015 - May 2017||1|
|Unemployed||Atlanta, GA||Dec 2013 - Aug 2015||1|
|Capital Restaurant Group LLC||North Charleston, SC||Mar 2013 - Nov 2013||< 1|
|Unemployed||Atlanta, GA||Jan 2013 - Feb 2013||< 1|
|Hart Restaurant Management Inc.||Corpus Christi, TX||Jan 2012 - Dec 2012||< 1|
|Unemployed||Miami, FL||Aug 2011 - Dec 2011||< 1|
|Burger King Holdings Inc.||Miami, FL||Jan 1990 - Jul 2011||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2017|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Total Assets Under Management11,274MILLIONS
Total Number of Accounts59,118ACCOUNTS
Average Account Value$190,699
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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