Albert Perry, financial advisor Clewiston FL

Albert Perry

CRD Number: 7113762
Current Firm: Edward Jones

Albert Perry (CRD# 7113762) is an Investment Advisor Representative working at Edward Jones in Clewiston, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO May 2019 - Current 3
Big Lake Sod LLC Clewiston, FL Jun 2007 - Current 15
Community Income Tax Clewiston, FL Jan 1999 - Current 23
Al Perry Rentals Clewiston, FL Mar 1996 - Current 26
City Of Clewiston Clewiston, FL Apr 2013 - Dec 2018 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Albert L. Perry
Phone Number: 314-515-2000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    654,235
    MILLIONS
  • Total Number of Accounts
    4,299,176
    ACCOUNTS
  • Average Account Value
    $152,177
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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