James
Perry
Invista Advisors
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About this Advisor
James Perry is a financial advisor based in Montgomery, Alabama, working with Invista Advisors. James has previously held positions at James Henry Perry - Insurance, Financial Telesis Inc, Lpl Financial LLC, Global Retirement Partners, and Invista Advisors (formerly known as Mcdonald & Hagen Wealth Management, LLC). James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Alabama. Currently, James is part of Invista Advisors, which operates out of Montgomery, Alabama. The firm has 2 offices and 8 employees. The firm manages assets totaling $462.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Invista Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Invista Advisors Brokerage Details
$462,356,039
8
994
$465,147
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
James Perry Work History
Invista Advisors (Fka: Mcdonald & Hagen Wealth Management, LLC)
Lpl Financial LLC
Global Retirement Partners
Financial Telesis Inc
James Henry Perry - Insurance
Disclosures
Please visit the SEC profile of James Perry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Invista Advisors
Montgomery, AL
Auburn, AL
Auburn, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
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