Jeffrey PerryCRD Number: 3109224
Current Firm: Pfg Private Wealth Management, LLC
Jeffrey Perry (CRD# 3109224) is an Investment Advisor Representative working at Pfg Private Wealth Management, LLC in Lutz, FL and has over 18 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Mutual Securities, Inc.||Camarillo, CA||Apr 2016 - Current||< 1|
|Pfg Private Wealth Management, LLC||Lutz, FL||Mar 2016 - Current||< 1|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Nov 2009 - Mar 2016||6|
|Cambridge Investment Research, Inc.||Fairfield, IA||Nov 2009 - Mar 2016||6|
|Massmutual Life Insurance Company||Tampa, FL||Aug 1998 - Nov 2009||11|
|Mml Investors Services, Inc.||Tampa, FL||Aug 1998 - Nov 2009||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)