Perry Meyers (CRD# 4531432) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Highland Park, IL and has over 15 years of experience in the finance industry.
CRD# 871521
Ellis Wealth Advisors, LLC
Score
106
CRD# 4478796
Krd Financial
Score
106
CRD# 3080178
Waddell & Reed
Score
104
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Highland Park, IL | Mar 2015 - Current | 2 |
| Lincoln Financial Advisors | Chicago, IL | Nov 2012 - Mar 2015 | 2 |
| William Blair & Company | Chicago, IL | May 2011 - Nov 2012 | 1 |
| Anti-defamation League | Chicago, IL | Mar 2010 - Nov 2012 | 2 |
| Chase Investment Services Corp | Chicago, IL | Mar 2010 - Apr 2011 | 1 |
| E*trade Securities LLC | Chcago, IL | Aug 2009 - Mar 2010 | < 1 |
| Lincoln Financial Advisors | Chicago, IL | Apr 2004 - Aug 2009 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2002 |
| S65 | NASAA Investment Advisors Law Examination | May 2004 |
- IL
-
Total Assets Under Management236,390MILLIONS
-
Total Number of Accounts619,100ACCOUNTS
-
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV
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