Van Pearcy, financial advisor Midland TX

Van Pearcy

CRD Number: 1784318
Current Firm: Raymond James Financial Services Advisors, Inc.

Van Pearcy (CRD# 1784318) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Midland, TX and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Pog Resources, LLC Midland, TX Jan 2014 - Current 10
Van Pearcy Financial - Insurance-non Variable Midland, TX Nov 2010 - Current 13
Van Pearcy's Wealth Services Team Midland, TX Oct 2008 - Current 15
Dimitri Lake & Ranch Properties, LP Snowmass Village, CO May 2006 - Current 17
St. Ann's Catholic Church Endowment Fund Midland, TX Jan 2006 - Current 18
Vadonna, LLC Midland, TX Oct 2004 - Current 19
Raymond James Financial Services Advisors, Inc. Midland, TX Dec 2002 - Current 21
Raymond James Financial Services, Inc. Midland, TX Jul 2001 - Current 22
LP Midland, TX Jul 2001 - Current 22
Dimitri Lake And Ranch Flp Midland, TX Jan 2001 - Dec 2015 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1988
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Van M. Pearcy
Phone Number: 727-567-3020
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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