Perryman Financial Advisory, Inc.

Perryman Financial Advisory, Inc. (CRD# 107653) is a financial advisory firm headquartered in Dallas, TX. They manage $331,000,000 in 565 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    331
    MILLION
  • Total Number of Accounts
    565
    ACCOUNTS
  • Average Account Value
    $585,841
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, LA, OK, TX

Financial Advisors at Perryman Financial Advisory, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Ryan W. Huey
CRD#: 4509766
12221 Merit Dr Ste 1660, Dallas, TX 75251
96
Wealthminder
score

Ryan Huey (CRD# 4509766) is an Investment Advisor Representative working at Perryman Financial Advisory, Inc. in Dallas, TX and has over 15 years of experience in the finance industry. Ryan Huey 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.

2
Debra A. Keitzer Outlaw
CRD#: 2901818
12221 Merit Dr Ste 1660, Dallas, TX 75251
96
Wealthminder
score

Debra Keitzer Outlaw (CRD# 2901818) is an Investment Advisor Representative working at Perryman Financial Advisory, Inc. in Dallas, TX and has over 20 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.

3
James S. Perryman
CRD#: 4499887
12221 Merit Dr Ste 1660, Dallas, TX 75251
96
Wealthminder
score

James Perryman (CRD# 4499887) is an Investment Advisor Representative working at Perryman Financial Advisory, Inc. in Dallas, TX and has over 15 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.

4
Nancy K. Phillips
CRD#: 4519607
12221 Merit Dr Ste 1660, Dallas, TX 75251
96
Wealthminder
score

Nancy Phillips (CRD# 4519607) is an Investment Advisor Representative working at Perryman Financial Advisory, Inc. in Dallas, TX and has over 15 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.

5
Gary L. Estes
CRD#: 2356142
907 A W. Henderson Ste A, Cleburne, TX 76033
93
Wealthminder
score

Gary Estes (CRD# 2356142) is an Investment Advisor Representative working at Perryman Financial Advisory, Inc. in Cleburne, TX and has over 24 years of experience in the finance industry.

6
William D. Perryman
CRD#: 1222746
12221 Merit Dr Ste 1660, Dallas, TX 75251
93
Wealthminder
score

William Perryman (CRD# 1222746) is an Investment Advisor Representative working at Perryman Financial Advisory, Inc. in Dallas, TX and has over 33 years of experience in the finance industry.

7
Stephen G. Lehrmann
CRD#: 4511356
107 West Meadows Dr., Cleburne, TX 76033
87
Wealthminder
score

Stephen Lehrmann (CRD# 4511356) is an Investment Advisor Representative working at Perryman Financial Advisory, Inc. in Cleburne, TX and has 1 year of experience in the finance industry.

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