Nancy
Phillips

Perryman Financial Advisory, Inc

CRD#4519607
Investment Advisor
in Dallas, TX
Are you Nancy Phillips? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Certified Financial Planner

Years of Experience

33 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2004 - Present (15 years)

Perryman Securities, Inc

1985 - Present (34 years)

Nancy K. Phillips, Pc

Disclosures

Nancy Phillips has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started