Christopher PerryCRD Number: 6903547
Current Firm: Td Private Client Wealth LLC
Christopher Perry (CRD# 6903547) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Wesley Chapel, FL and has over 3 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
Truist Advisory Services, Inc.
|Td Bank N.a.||Wesley Chapel, FL||May 2021 - Current||1|
|Td Private Client Wealth LLC||Wesley Chapel, FL||May 2021 - Current||1|
|Jpmorgan Chase Bank, N.a.||Boynton Beach, FL||Sep 2019 - May 2021||1|
|J.p. Morgan Securities LLC||Boynton Beach, FL||Sep 2019 - May 2021||1|
|Axa Advisors, LLC||Boca Raton, FL||Jan 2018 - Sep 2019||1|
|Axa Advisors - South Florida Branch||Boca Raton, FL||Aug 2018 - Aug 2019||1|
|Regal Entertaiment Group||Fort Lauderdale, FL||Feb 2014 - Aug 2018||4|
|Florida State University||Tallahassee, FL||Aug 2015 - Aug 2017||2|
|College Academy||Davie, FL||Aug 2013 - Jul 2015||1|
|Marjory Stoneman Douglas High School||Coral Springs, FL||Aug 2011 - Jul 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management5,619MILLIONS
Total Number of Accounts4,792ACCOUNTS
Average Account Value$1,172,526
- A percentage of assets under your management
- Financial planning services
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.