Debra
Keitzer Outlaw

Perryman Financial Advisory, Inc

CRD#2901818
Investment Advisor
in Dallas, TX
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About this Advisor

Debra Keitzer Outlaw is a certified financial planner working in Dallas, Texas, who has been in the financial industry for 18 years. Keitzer Outlaw is an advisor for Perryman Financial Advisory, Inc. Throughout their career, they have worked at Perryman Financial Advisory, Inc and Perry Securities, Inc. Keitzer Outlaw maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Texas. Perryman Financial Advisory, Inc is a firm operating in Dallas, Texas. It oversees $357 million in assets under management among its 470 client accounts, placing it among the bigger firms in the country by assets under management. Of its 470 client accounts, 19% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. However, fees billed by Perryman Financial Advisory, Inc can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

12221 Merit Dr Ste 1660
Dallas, TX 75251

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Perryman Financial Advisory, Inc Brokerage Details

Total Assets Under Management

$357,000,000

TX Average: $3,042,739,679
Total Number of Employees

8

TX Average: 49
Total Number of Accounts

470

TX Average: 2,315
Average Account Size

$759,574

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Debra Keitzer Outlaw Work History

Debra has 18 years of experience.

2002 - Present (17 years)

Perry Securities, Inc

2000 - Present (19 years)

Perryman Financial Advisory, Inc

Disclosures

Debra Keitzer Outlaw has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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