Gregory Perrey, financial advisor Indianapolis IN

Gregory Perrey

CRD Number: 2344245
Current Firm: Lpl Financial LLC

Gregory Perrey (CRD# 2344245) is an Investment Advisor Representative working at Lpl Financial LLC in Indianapolis, IN and has over 27 years of experience in the finance industry.

Similar Advisors
Thomas Hardin, financial advisor Indianapolis IN
Thomas L. Hardin
CRD# 838414
Canterbury Investment Management, LLC
Similar Advisors
Leeann Cannon, financial advisor Indianapolis IN
Leeann R. Cannon
CRD# 5915026
Edward Jones
Similar Advisors
Scott A'hearn, financial advisor Indianapolis IN
Scott A'hearn
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Lpl Financial LLC Indianapolis, IN May 2022 - Current 1
Cuna Brokerage Services, Inc. Waverly, IA Jan 2016 - Current 8
Indiana Members Credit Union Indianapolis, IN Mar 2006 - Current 18
Cuso Financial Services, LP San Diego, CA Jan 2012 - Dec 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1996
S65 NASAA Investment Advisors Law Examination May 2000
Contact Info for Gregory D. Perrey
Phone Number: 704-733-3300
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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.