Van Pearcy, financial advisor Midland TX
83 score

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 28 years of experience in the finance industry.

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Company Name Location Dates Years
Pearcy Angus Ranch, LLC Hico, TX Jan 2016 - Current < 1
Van Pearcy Financial - Insurance-non Variable Midland, TX Nov 2010 - Current 6
Raymond James Financial Services Advisors, Inc. Midland, TX Jan 2009 - Current 7
Business Start Up Loan Midland, TX Nov 2006 - Current 10
Dimitri Lake & Ranch Properties, LP Snowmass Village, CO May 2006 - Current 10
St. Ann's Catholic Church Endowment Fund Midland, TX Jan 2006 - Current 10
Univ. Of Notre Dame Monogram Club Midland, TX Nov 2005 - Current 11
Midland Country Club Midland, TX Feb 2002 - Current 14
Raymond James Financial Services, Inc. Midland, TX Jul 2001 - Current 15
LP Midland, TX Jul 2001 - Current 15
Cerebral Palsy Center Midland, TX Jan 1994 - Current 22
Firefighters Pension Fund Midland, TX Jan 1993 - Current 23
Pearcy Angus Ranch, LLC Hico, TX Apr 2012 - Dec 2015 3
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Van M. Pearcy
Phone Number: 727-567-5877
Registered State(s):
  • LA
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
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

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BADGES
83

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