James Perry (CRD# 1189342) is an Investment Advisor Representative working at Keel Point, LLC in Richmond, VA and has over 26 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keel Point | Huntsville, AL | Jan 2019 - Current | 5 |
| Keel Point Capital, LLC | Huntsville, AL | Jan 2015 - Dec 2018 | 3 |
| Bluecreek Securities, LLC | Huntsville, AL | Sep 2014 - Jan 2015 | < 1 |
| Bluecreek Investment Partners, LLC | Huntsville, AL | Sep 2014 - Jan 2015 | < 1 |
| Wfg Investments Inc. | Houston, TX | Jul 2009 - Sep 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1997 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2000 |
- VA
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Total Assets Under Management2,940MILLIONS
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Total Number of Accounts5,548ACCOUNTS
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Average Account Value$530,003
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV
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