Perryman Financial Advisory, Inc.

Perryman Financial Advisory, Inc. (CRD# 107653) is a financial advisory firm headquartered in Dallas, TX. They manage $517,051,850 in 409 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    517
    MILLION
  • Total Number of Accounts
    409
    ACCOUNTS
  • Average Account Value
    $1,264,185
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, CA, CO, LA, OK, TX

Financial Advisors at Perryman Financial Advisory, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Gary L. Estes
CRD#: 2356142
907 A W. Henderson Ste A, Cleburne, TX USA

Gary Estes (CRD# 2356142) is an Investment Advisor Representative working at Perryman Financial Advisory, Inc. in Cleburne, TX and has over 28 years of experience in the finance industry.

2
Jennifer V. Grant
CRD#: 6677103
12221 Merit Dr Ste 1660, Dallas, TX 75251

Jennifer Grant (CRD# 6677103) is an Investment Advisor Representative working at Perryman Financial Advisory, Inc. in Dallas, TX and has over 5 years of experience in the finance industry. Jennifer Grant 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.

3
Debra A. Keitzer Outlaw
CRD#: 2901818
12221 Merit Dr Ste 1660, Dallas, TX 75251

Debra Keitzer Outlaw (CRD# 2901818) is an Investment Advisor Representative working at Perryman Financial Advisory, Inc. in Dallas, TX and has over 24 years of experience in the finance industry. Debra Keitzer Outlaw 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.

4
James S. Perryman
CRD#: 4499887
12221 Merit Dr Ste 1660, Dallas, TX 75251

James Perryman (CRD# 4499887) is an Investment Advisor Representative working at Perryman Financial Advisory, Inc. in Dallas, TX and has over 19 years of experience in the finance industry. James Perryman 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.

5
William D. Perryman
CRD#: 1222746
12221 Merit Dr Ste 1660, Dallas, TX 75251

William Perryman (CRD# 1222746) is an Investment Advisor Representative working at Perryman Financial Advisory, Inc. in Dallas, TX and has over 37 years of experience in the finance industry. William Perryman 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.

6
Nancy K. Phillips
CRD#: 4519607
12221 Merit Dr Ste 1660, Dallas, TX 75251

Nancy Phillips (CRD# 4519607) is an Investment Advisor Representative working at Perryman Financial Advisory, Inc. in Dallas, TX and has over 19 years of experience in the finance industry. Nancy Phillips 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.

7
Ami B. Baxter
CRD#: 7177635
12221 Merit Dr Ste 1660, Dallas, TX 75251

Ami Baxter (CRD# 7177635) is an Investment Advisor Representative working at Perryman Financial Advisory, Inc. in Dallas, TX and has over 4 years of experience in the finance industry.

8
Lynn D. Hebert
CRD#: 7408217
12221 Merit Dr Ste 1660, Dallas, TX 75251

Lynn Hebert (CRD# 7408217) is an Investment Advisor Representative working at Perryman Financial Advisory, Inc. in Dallas, TX and has 1 year of experience in the finance industry.

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