Ryan Huey, financial advisor Dallas TX
96 score

Ryan Huey

CRD Number: 4509766
Current Firm: Perryman Financial Advisory, Inc.

Ryan Huey (CRD# 4509766) is an Investment Advisor Representative working at Perryman Financial Advisory, Inc. in Dallas, TX and has over 14 years of experience in the finance industry. Ryan Huey 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
Perryman Securities, Inc. Dallas, TX Apr 2002 - Current 14
Perryman Financial Advisory, Inc. Dallas, TX Jun 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
Contact Info for Ryan W. Huey
Phone Number: 972-770-4800
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    331
    MILLIONS
  • Total Number of Accounts
    565
    ACCOUNTS
  • Average Account Value
    $585,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
Types of Clients
Registered States

AR, CA, LA, OK, TX

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

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