Debra Perry, financial advisor Plano TX
93 score

Debra Perry

CRD Number: 2012450
Current Firm: Ubs Financial Services Inc.

Debra Perry (CRD# 2012450) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Plano, TX and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Plano, TX Sep 2014 - Current 2
Student Lawton, OK Aug 2012 - Aug 2014 2
Hatch, Croke & Associates, P.c. Lawton, OK Jul 2012 - Apr 2013 < 1
Unemployed Lawton, OK Mar 2012 - Jun 2012 < 1
U.s. Army Garrison Japan Apo Ap, May 2009 - Feb 2012 2
Unemployed Apo Ap, Apr 2009 - Apr 2009 < 1
Trinity Credit Services Mckinney, TX Jul 2007 - Mar 2009 1
Morgan Stanley Dean Witter Inc. Plano, TX Jun 2004 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
S63 Uniform Securities State Law Examination Apr 1996
Contact Info for Debra C. Perry
Phone Number: 201-352-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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