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Brent Eric Perry

Brent E. Perry

PIEDMONT FINANCIAL ADVISORS
Indianapolis, IN
Some features on this profile are disabled
CRD#: 4455587
Brent Eric Perry

Professional summary

Brent Eric Perry, CFP® is a registered financial advisor currently at PIEDMONT FINANCIAL ADVISORS, LLC located in Indianapolis, Indiana.

Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Brent has worked at 3 firms and has passed the Series 65 and Series 7 exams.

Core Areas of Focus

Cash Flow/Budgets/Credit Issues
Investment Advice without Ongoing Management
Middle Income Client Needs
Retirement Plan Investment Advice

Question & Answer

What are your service offerings?
Investment Planning
Tax Planning
Budgeting
Retirement Planning
Insurance Planning
Comprehensive Financial Planni...
Education Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Brent Eric Perry's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2007

Experience

Current

February 13, 2007 - Present

PIEDMONT FINANCIAL ADVISORS, LLC

RIA
CRD#: 142921
Indianapolis, IN
Past

September 15, 2005 - January 23, 2007

TREYBOURNE WEALTH PLANNERS

RIA
CRD#: 122730
GREENWOOD, IN
Past

December 13, 2001 - August 13, 2003

CONSECO EQUITY SALES, INC.

BD
CRD#: 4125
CARMEL, IN

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Indiana
(2/13/2007)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/14/2005
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/12/2001
General Securities Representative Examination

Current Firm

PF
PIEDMONT FINANCIAL ADVISORS, LLC
PIEDMONT FINANCIAL ADVISORS, LLC

CRD#: 142921 / SEC#:

Indiana
Registered Investment Advisory firm - (1/13/2007 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Indianapolis, IN
Mailing Address
Po Box 44442, Indianapolis, IN 46244
Phone number
(317) 287-0575
Established
Firm type
Fiscal year end
# of Employees
1

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

PIEDMONT FINANCIAL ADVISORS, LLC

CRD#: 142921Indianapolis, IN

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