Desmond Perry (CRD# 6058068) is an Investment Advisor Representative working at Advice And Planning Services in Hamden, CT and has over 5 years of experience in the finance industry.
CRD# 5030137
Wealthshape LLC
Score
103
CRD# 1613589
Lpl Financial LLC
Score
103
CRD# 2726777
Springboard Asset Management LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Hamden, CT | Jun 2017 - Current | < 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Hamden, CT | Jun 2017 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | New York, NY | Apr 2012 - Jun 2017 | 5 |
| Wells Fargo Bank Na | New York, NY | Jan 2007 - Jun 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- CT
-
Total Assets Under Management21,673MILLIONS
-
Total Number of Accounts55,750ACCOUNTS
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Average Account Value$388,745
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
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
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