Robbie PerryCRD Number: 6534064
Current Firm: Transamerica Financial Advisors, Inc.
Robbie Perry (CRD# 6534064) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Lexington, KY and has over 6 years of experience in the finance industry.
Context Financial LLC
Ameriprise Financial Services, LLC
|Perry Wealth Management, Llc Dba "perry & Associates Insurance"||Stanford, KY||Feb 2021 - Current||< 1|
|Perry Wealth Management LLC||Stanford, KY||Nov 2020 - Current||1|
|Transamerica Financial Advisors, Inc.||Danville, KY||Jul 2015 - Current||6|
|Transamerica Agency Network||Danville, KY||Dec 2005 - Current||16|
|United Financial Services||Baltimore, MD||Dec 2005 - Current||16|
|Subway Restaurants 50% Ownership||Danville, KY||Dec 2017 - Oct 2018||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2015|
|S65||NASAA Investment Advisors Law Examination||Jan 2019|
Total Assets Under Management2,071MILLIONS
Total Number of Accounts52,745ACCOUNTS
Average Account Value$39,264
- A percentage of assets under your management
- 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)
- 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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