David PerryCRD Number: 1114332
Current Firm: Wells Fargo Clearing Services, LLC
David Perry (CRD# 1114332) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in North Platte, NE and has over 9 years of experience in the finance industry.
Principal Securities, Inc.
Sii Investments, Inc.
Professional Financial Advisors, LLC
|Wells Fargo Clearing Services, LLC||North Platte, NE||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||North Platte, NE||May 2009 - Nov 2016||7|
|Wachovia Securities||North Platte, NE||Jan 2008 - May 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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