James
Perryman

Perryman Financial Advisory, Inc

CRD#4499887
Investment Advisor
in Dallas, TX
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About this Advisor

James Perryman is a certified financial planner whose office is in Dallas, Texas. Currently a registered financial advisor at Perryman Financial Advisory, Inc, they have accrued 17 years of experience in the financial advisory industry. Perryman holds a Series 63 license, which certifies the advisor as a securities agent. Perryman can advise clients in Texas. During their career, the advisor has held roles at Perryman Securities, Inc and Perryman Financial Advisory, Inc. Perryman Financial Advisory, Inc is based out of Dallas, Texas. Overall, Perryman Financial Advisory, Inc manages $357 million in assets throughout 470 client accounts and employs eight staff members. The amount of assets the firm manages makes it one of the larger financial advisory firms in the nation. The firm manages 340 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 19% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Perryman Financial Advisory, Inc can provide financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

17 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

James Perryman Work History

James has 17 years of experience.

2002 - Present (17 years)

Perryman Securities, Inc

2001 - Present (18 years)

Perryman Financial Advisory, Inc

Disclosures

James Perryman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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