Christopher Perry, financial advisor Wesley Chapel FL

Christopher Perry

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Christopher Perry
Phone Number: 877-703-9896
Registered State(s):
  • CT
  • DE
  • FL
  • GA
  • ME
  • MD
  • MA
  • NH
  • NJ
  • NY
  • NC
  • PA
  • RI
  • SC
  • VT
  • VA
By the Numbers
  • Total Assets Under Management
    5,619
    MILLIONS
  • Total Number of Accounts
    4,792
    ACCOUNTS
  • Average Account Value
    $1,172,526
Compensation Options
  • A percentage of assets under your management
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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