Jeffrey Perry, financial advisor Folsom CA
93 score

Jeffrey Perry

CRD Number: 1795927
Current Firm: Lincoln Financial Securities Corporation

Jeffrey Perry (CRD# 1795927) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Folsom, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Securities Corporation Folsom, CA Jul 2008 - Current 8
Jeffrey A Perry Insurance & Financial Services, Inc. Sacramento, CA Apr 2002 - Current 14
Jefferson Pilot Securities Corporation Sacramento, CA May 2003 - Jul 2008 5
Jefferson Pilot Financial Sacramento, CA May 2003 - Jun 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1997
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Jeffrey A. Perry
Phone Number: 800-258-3648
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
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
  • Selection of other advisers (including private fund managers)
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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