Perry McClain (CRD# 1675329) is an Investment Advisor Representative working at Commonwealth Financial Network in Gig Harbor, WA and has over 36 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | San Diego, CA | Apr 2019 - Current | 5 |
| Conestoga Wealth Partners | Gig Harbor, WA | Jan 2015 - Current | 9 |
| Commonwealth Financial Network | San Diego, CA | Apr 2019 - Jul 2023 | 4 |
| Wells Fargo Advisors Financial Network, LLC | Gig Harbor, WA | Jan 2015 - Apr 2019 | 4 |
| Ubs Financial Services Inc. | Tacoma, WA | Dec 2008 - Jan 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1987 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2002 |
- WA
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Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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