Sd Perron & Company Investment Services

Sd Perron & Company Investment Services (CRD# 132592) is a financial advisory firm headquartered in Lantana, FL. They manage $850,159 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
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
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.


Financial Advisors at Sd Perron & Company Investment Services
Showing 1 - 1 of 1 top financial advisors.
Scott D. Perron
CRD#: 2457230
Hypoluxo, FL

Scott Perron (CRD# 2457230) is an Investment Advisor Representative working at Sd Perron & Company Investment Services in Hypoluxo, FL and has over 24 years of experience in the finance industry.

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