Perry Thompson, financial advisor Dallas TX

Perry Thompson

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Perry D. Thompson
Phone Number: (888) 695-3245
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    11,274
    MILLIONS
  • Total Number of Accounts
    59,118
    ACCOUNTS
  • Average Account Value
    $190,699
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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