Thomas Perry, financial advisor Raleigh NC
93 score

Thomas Perry

CRD Number: 5607306
Current Firm: Cornerstone Wealth

Thomas Perry (CRD# 5607306) is an Investment Advisor Representative working at Cornerstone Wealth in Raleigh, NC and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Midtown Advisors Raleigh, NC Aug 2015 - Current 2
Lpl Financial LLC Raleigh, NC Sep 2013 - Current 4
Wells Fargo Advisors LLC Raleigh, NC Nov 2010 - Sep 2013 2
Hatteras Capital Distributors Raleigh, NC Mar 2009 - Nov 2010 1
Hatteras Investment Partners, LLC Raleigh, NC Mar 2009 - Nov 2010 1
Sun Life Financial Boston, MA Oct 2008 - Feb 2009 < 1
Sun Life Financial Distributors Inc. Boston, MA Oct 2008 - Feb 2009 < 1
Unemployed Raleigh, NC May 2008 - Oct 2008 < 1
Appalachian State Boone, NC May 2006 - May 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for Thomas E. Perry
Phone Number: 704-987-3410
Firm Website:
Registered State(s):
  • NC
  • SC
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
  • Other
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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