Perry Alan Mcclain
Professional Summary
Perry Alan Mcclain, who also goes by Perry Mcclain, was a registered financial advisor. Perry was a previously registered financial professional and started their career in finance 1987 - 2025. Perry had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Perry Mcclain
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
CONESTOGA WEALTH PARTNERS | CONESTOGA WEALTH PARTNERS, LLC
Contact Information
Main Address
3226 Rosedale St. Nw Suite 200, Gig Harbor, WA 98335Mailing Address
Po Box 1846, Gig Harbor, WA 98335Phone Number
(253) 358-7966# of Employees
6Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Dec 1997Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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