Adam PerryCRD Number: 6137585
Current Firm: H.d. Vest Advisory Services, Inc.
Adam Perry (CRD# 6137585) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Lawton, OK and has over 4 years of experience in the finance industry.
Combest Financial Services, Inc.
Arbor Point Advisors
|Barnes Welsh & Perry Pc||Lawton, OK||Sep 2014 - Current||3|
|H.d. Vest Advisory Services||Lawton, OK||Jan 2014 - Current||4|
|H.d. Vest Investment Services||Lawton, OK||Jul 2013 - Current||4|
|Wm. E. Barnes, Pc||Lawton, OK||Aug 2012 - Aug 2014||2|
|Furrh & Associates, Pc||Lawton, OK||Sep 2007 - Jul 2012||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY