Perryman Financial Advisory, Inc.

Perryman Financial Advisory, Inc. (CRD# 107653) is a financial advisory firm headquartered in Dallas, TX. They manage $670,275,000 in 472 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    670
    MILLION
  • Total Number of Accounts
    472
    ACCOUNTS
  • Average Account Value
    $1,420,074
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
The map below shows states where this firm has explicit registration only.

AR, CA, CO, IL, LA, OK, TX, VA

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 76033

Gary Estes (CRD# 2356142) is an Investment Advisor Representative working at Perryman Financial Advisory, Inc. in Cleburne, TX and has over 30 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 7 years of experience in the finance industry.

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 26 years of experience in the finance industry.

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 21 years of experience in the finance industry.

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 40 years of experience in the finance industry.

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 21 years of experience in the finance industry.

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 6 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 over 3 years of experience in the finance industry.

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