Van PearcyCRD 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 29 years of experience in the finance industry.
Syntal Capital Partners, LLC
Syntal Capital Partners, LLC
Kvb Capital LLC
|Pearcy Angus Ranch, LLC||Hico, TX||Jan 2016 - Current||2|
|Van Pearcy Financial - Insurance-non Variable||Midland, TX||Nov 2010 - Current||7|
|Raymond James Financial Services Advisors, Inc.||Midland, TX||Jan 2009 - Current||9|
|Business Start Up Loan||Midland, TX||Nov 2006 - Current||11|
|Dimitri Lake & Ranch Properties, LP||Snowmass Village, CO||May 2006 - Current||11|
|St. Ann's Catholic Church Endowment Fund||Midland, TX||Jan 2006 - Current||12|
|Univ. Of Notre Dame Monogram Club||Midland, TX||Nov 2005 - Current||12|
|Midland Country Club||Midland, TX||Feb 2002 - Current||15|
|Raymond James Financial Services, Inc.||Midland, TX||Jul 2001 - Current||16|
|LP||Midland, TX||Jul 2001 - Current||16|
|Cerebral Palsy Center||Midland, TX||Jan 1994 - Current||24|
|Firefighters Pension Fund||Midland, TX||Jan 1993 - Current||25|
|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|
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
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- 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
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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