Robert PerryCRD Number: 1039834
Current Firm: Pfg Private Wealth Management, LLC
Robert Perry (CRD# 1039834) is an Investment Advisor Representative working at Pfg Private Wealth Management, LLC in Lutz, FL and has over 7 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||Nov 2015 - Current||1|
|Cambridge Investment Research,inc.||Fairfield, IA||Nov 2009 - Mar 2016||6|
|Cambridge Investment Research Advisors, Incq||Fairfield, IA||Nov 2009 - Mar 2016||6|
|Mml Investors Services, Inc.||Springfield, MA||Feb 1983 - Nov 2009||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2010|
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)