David Perry, financial advisor East Moline IL
93 score

David Perry

CRD Number: 4529490
Current Firm: Pr Wealth Management Group

David Perry (CRD# 4529490) is an Investment Advisor Representative working at Pr Wealth Management Group in East Moline, IL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Sep 2017 - Current < 1
Pr Wealth Managment Group, Inc. East Moline, IL Jan 2015 - Current 3
Cambridge Investment Research, Inc. Fairfield, IA Jan 2015 - Sep 2017 2
Cetera Investment Advisers LLC Schaumburg, IL Feb 2005 - Jan 2015 9
Cetera Financial Specialists LLC Schaumburg, IL Dec 2004 - Jan 2015 10
Pr Wealth Management Group East Moline, IL Dec 2007 - Dec 2014 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2002
Contact Info for David M. Perry
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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


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

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