Edward
Perry
Advize Wealth Management
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About this Advisor
Edward Perry is a financial advisor who works in Grand Rapids, Michigan, with a total of 2 years of relevant experience. Perry is an employee of Advize Wealth Management. Over the course of their career, Perry has held roles at Eric Brian Waggoner Of Northwestern Mutual Investment Services, Best Buy, Waddell & Reed, Inc, Matthew William Cinco Of Waddell & Reed, Inc, W & R Insurance Agency, Inc, Grandville Group LLC, Advize Wealth Management, Pllc and Wealthsource Partners, LLC. Perry has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Michigan and Texas. Advize Wealth Management is a registered investment firm with a branch in Grand Rapids, Michigan.
Certifications and Registrations
Years Registered*
Office Location
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Edward Perry Work History
Edward has been registered as a financial advisor for 2 years.*
Wealthsource Partners, LLC
Advize Wealth Management, Pllc
W & R Insurance Agency, Inc
Waddell & Reed, Inc
Grandville Group LLC
Matthew William Cinco Of Waddell & Reed, Inc
Eric Brian Waggoner Of Northwestern Mutual Investment Services
Best Buy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Edward Perry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
