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PV

Perry A. Vankeulen

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CRD#: 2751256
PV

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Perry Allan Vankeulen, who also goes by Perry Allan Van Keulen, Perry Allan Vankeylen, was a registered financial professional .

Perry is a previously registered financial professional and started their career in finance in 1997. Perry had worked at 8 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Perry Allan Van Keulen | Perry Allan Vankeylen

Other business activities


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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 13, 2011 - December 31, 2013

FIRST 400 INVESTMENT GROUP, LLC

RIA
CRD#: 157873
JACKSONVILLE, FL
Past

March 7, 2008 - October 13, 2010

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
OVERLAND PARK, KS
Past

March 7, 2008 - October 13, 2010

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OVERLAND PARK, KS
Past

January 17, 2008 - February 27, 2008

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
OVERLAND PARK, KS
Past

December 21, 2007 - February 27, 2008

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

December 11, 2006 - January 5, 2007

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
PRAIRIE VILLAGE, KS
Past

May 11, 2006 - January 11, 2008

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
OVERLAND PARK, KS
Past

September 17, 2003 - January 11, 2008

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OVERLAND PARK, KS
Past

May 15, 2002 - September 25, 2003

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

March 27, 2001 - May 17, 2002

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
RICHMOND, VA
Past

July 21, 2000 - March 19, 2001

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
OMAHA, NE
Past

July 30, 1999 - July 21, 2000

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

February 27, 1997 - August 27, 1999

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
OMAHA, NE

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/26/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


F4
FIRST 400 INVESTMENT GROUP, LLC
FIRST 400 INVESTMENT ADVISORY GROUP, INC. | FIRST 400 INVESTMENT GROUP, LLC

CRD#: 157873 / SEC#:

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Contact information


Main Address
Jacksonville, FL
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FIRST 400 INVESTMENT GROUP, LLC

CRD#: 157873

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