Chase
Perry
Beaird Harris
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About this Advisor
Chase Perry is a financial advisor based in Dallas, Texas, working with Beaird Harris. Chase has previously held positions at Fidelity Investments and Beaird Harris. Chase has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Chase is part of Beaird Harris, which operates out of Dallas, Texas. The firm has 18 employees and manages assets totaling $1.7 billion. The firm serves a variety of clients, including 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 Beaird Harris includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Beaird Harris Brokerage Details
$1,669,836,738
18
2,968
$562,613
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Chase Perry Work History
Beaird Harris
Fidelity Investments
Disclosures
Please visit the SEC profile of Chase 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 Beaird Harris
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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