Perry Rose (CRD# 1486978) is an Investment Advisor Representative working at Alliance Wealth Advisors, LLC in Scranton, PA and has over 37 years of experience in the finance industry. Perry Rose has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 1040390
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alliance Wealth Advisors, LLC | Scranton, PA | May 2017 - Current | 6 |
| Financial Services International Corp | Edmonds, WA | May 2017 - Mar 2018 | < 1 |
| Wells Fargo Clearing Services, LLC | Scranton, PA | Nov 2016 - May 2017 | < 1 |
| Wells Fargo Advisors LLC | Scranton, PA | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1986 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2007 |
- FL
- PA
- TX
-
Total Assets Under Management425MILLIONS
-
Total Number of Accounts1,383ACCOUNTS
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Average Account Value$307,523
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, MA, NE, NJ, NV, NY, PA, TX, VA
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