Sd Perron & Company Investment Services

Sd Perron & Company Investment Services (CRD# 132592) is a financial advisory firm headquartered in Lantana, FL. They manage $987,402 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $61,713
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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Sd Perron & Company Investment Services
Showing 1 - 1 of 1 top financial advisors.
1
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 29 years of experience in the finance industry.

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