Joseph Perry, financial advisor Seattle WA

Joseph Perry

CRD Number: 2683158
Current Firm: Aviso Wealth Management

Joseph Perry (CRD# 2683158) is an Investment Advisor Representative working at Aviso Wealth Management in Seattle, WA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Doylestown, PA Sep 2023 - Current < 1
Don Pepe's Garage LLC Doylestown, WA Oct 2022 - Current 1
First Allied Advisory Services Schaumburg, IL Nov 2020 - Current 3
Aviso Wealth Management (potomac Investments) Seattle, WA Apr 2013 - Current 10
Potomac Investments Seattle, WA Apr 2013 - Current 10
Cetera Advisors LLC Seattle, WA Sep 2022 - Sep 2023 1
First Allied Securities, Inc. San Diego, CA Sep 2011 - Sep 2022 11
Cetera Advisors Denver, CO Mar 2020 - Nov 2021 1
First Allied Advisory Services, Inc. Chesterfield, MO Jan 2013 - Nov 2020 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1995
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for Joseph A. Perry
Phone Number: 877-633-1210
Registered State(s):
  • CA
  • DC
  • FL
  • ME
  • MD
  • PA
  • TX
  • VA
  • WA
By the Numbers
  • Total Assets Under Management
    223
    MILLIONS
  • Total Number of Accounts
    1,284
    ACCOUNTS
  • Average Account Value
    $173,996
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CT, DC, DE, FL, GA, IL, MA, MD, ME, NH, NJ, NY, PA, TX, VA, WA

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