James
Perry
Keel Point, LLC
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About this Advisor
James Perry is a financial advisor based in Richmond, Virginia who has 9 years of relevant experience. Perry is on the advisory team at Keel Point, LLC. During their career, Perry has held roles at Wfg Investments Inc, Bluecreek Securities, LLC, Bluecreek Investment Partners, LLC, Keel Point Capital, LLC and Keel Point. Perry has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Virginia. Keel Point, LLC is an advisory business operating out of Huntsville, AL. The company has offices in nine locations and a total of 83 financial advisors. It handles $3 billion in assets across its 4,850 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to seven charitable organizations. Of its 4,850 client accounts, 44% are held by high-net-worth individuals who have at least $1 million in assets. Keel Point, LLC performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fee schedules are based on which service is provided. However, fee types charged by Keel Point, LLC most likely are comprised of some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Keel Point, LLC Brokerage Details
$2,549,034,075
83
4,850
$525,574
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
James Perry Work History
James has been registered as a financial advisor for 9 years.*
Keel Point
Keel Point Capital, LLC
Bluecreek Securities, LLC
Bluecreek Investment Partners, LLC
Wfg Investments Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James 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 Keel Point, LLC
Huntsville, AL
Huntsville, AL
Huntsville, AL
Huntsville, AL
Huntsville, AL
Vienna, VA
Arnold, MD
Chattanooga, TN
The content in this profile was updated by SmartAsset on 4/16/2023. 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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