Amy Perrin, financial advisor Tallahassee FL
90 score

Amy Perrin

CRD Number: 5978953
Current Firm: Wells Fargo Advisors, LLC

Amy Perrin (CRD# 5978953) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Tallahassee, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Jacksonville, FL May 2013 - Current 3
Deutsche Bank Securities Inc. Jacksonville, FL Dec 2011 - May 2013 1
Db Securities Services Nj Inc. Jacksonville, FL Aug 2008 - Dec 2011 3
Student- Stetson University Deland, FL Jan 2007 - Jul 2008 1
Zpr Investment Management Orange City, FL Oct 2007 - May 2008 < 1
School- Florida State University Tallahassee, FL May 2002 - Dec 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Amy V. Perrin
Phone Number: 314-875-3000
Registered State(s):
  • FL
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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