Melinda Perry, financial advisor Tulsa OK
93 score

Melinda Perry

CRD Number: 4626468
Current Firm: Cadent Capital Advisors, LLC

Melinda Perry (CRD# 4626468) is an Investment Advisor Representative working at Cadent Capital Advisors, LLC in Tulsa, OK and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Cadent Capital Advisors, LLC Tulsa, OK Jan 2014 - Current 4
Purshe Kaplan Sterling Investments Albany, NY Jun 2013 - Current 4
Cadence Capital Management, LLC Tulsa, OK Jun 2013 - Jan 2014 < 1
Sowell Management Services Tulsa, OK Jun 2013 - Jan 2014 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa, OK Apr 2013 - Jun 2013 < 1
Alzheimer's Association Tulsa, OK Feb 2013 - Mar 2013 < 1
Accounting Principals Tulsa, OK Jun 2012 - Jan 2013 < 1
Morgan Stanley Tulsa, OK Aug 2011 - Jun 2012 < 1
Bosc, Inc./bokf Tulsa, OK May 2010 - Aug 2011 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa, OK Oct 1999 - May 2010 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2005
Contact Info for Melinda J. Perry
Phone Number: 918-935-3450
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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