Robert Perry, financial advisor Lutz FL
96 score

Robert Perry

CRD 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.

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Professional Designations
Company Name Location Dates Years
Mutual Securities, Inc. Camarillo, CA Apr 2016 - Current 1
Pfg Private Wealth Management, LLC Lutz, FL Nov 2015 - Current 2
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
Contact Info for Robert M. Perry
Phone Number: 813-286-7776
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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