Herman Perry, financial advisor Pinehurst NC
96 score

Herman Perry

CRD Number: 1272032
Current Firm: Pinehurst Capital

Herman Perry (CRD# 1272032) is an Investment Advisor Representative working at Pinehurst Capital in Pinehurst, NC and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Pinehurst Capital, Inc. Pinehurst, NC Sep 2016 - Current 1
The Partners Financial Group, Inc. Dba Pinehurst Capital Pinehurst, NC Nov 2015 - Sep 2016 < 1
Global Financial Private Capital, LLC Sarasota, FL Jun 2014 - Apr 2016 1
The Partners Financial Group, Inc. Pinehurst, NC Aug 1983 - Nov 2015 32
Global Financial Private Capital, LLC Pinehurst, NC Jan 2011 - Jun 2014 3
Tlg Advisors, Inc. Pinehurst, NC Apr 2009 - Dec 2010 1
The Leaders Group Inc. Littleton, CO Mar 2009 - Dec 2010 1
Nfp Securities, Inc. Raleigh, NC Aug 2003 - Mar 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1985
S65 NASAA Investment Advisors Law Examination Sep 2002
Contact Info for Herman G. Perry
Phone Number: 910-235-4140
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


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

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