Perryman Financial Advisory, Inc
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About this Advisor
Nancy Phillips is a certified financial planner in Dallas, Texas. Currently an investment advisor at Perryman Financial Advisory, Inc, they have gathered an impressive 33 years of professional experience as an investment advisor. Phillips holds a Series 63 license, qualifying the advisor as a securities agent. Phillips is able to work with customers in Texas. Over the course of their career, Phillips has held roles at Nancy K. Phillips, Pc and Perryman Securities, Inc. Perryman Financial Advisory, Inc is based out of Dallas, Texas. In total, Perryman Financial Advisory, Inc oversees $357 million in assets across 470 client accounts and employs eight staff members. The firm's total assets under management places it among the bigger financial advisory firms in the country. 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 firm's investors are high-net-worth individuals, meaning they have over $1 million in 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's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Perryman Financial Advisory, Inc Brokerage Details
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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
Nancy Phillips Work History
Nancy has 33 years of experience.
Perryman Securities, Inc
Nancy K. Phillips, Pc
Nancy Phillips has no disclosures.
Please visit their SEC profile for more details.