Christine M. Foster-perry

ABSHER WEALTH MANAGEMENT

WILKESBORO, NC 28697

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CRD#: 4568902

Professional summary

Christine Marie Foster-perry, who also goes by Christy Perry, is a registered financial advisor currently at ABSHER WEALTH MANAGEMENT, LLC located in Wilkesboro, North Carolina.

Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Christine has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christy Perry

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 Christine Marie Foster-perry's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 6, 2024 - Present

ABSHER WEALTH MANAGEMENT, LLC

Office #1: 1500 Meadowview Dr, Wilkesboro, NC 28697

RIA

CRD#: 304642

WILKESBORO, NC

Past

November 13, 2002 - September 5, 2006

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

NORTH WILKESBORO, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ABSHER WEALTH MANAGEMENT, LLC

CRD#: 304642 / SEC#: 801-117177

RIA

Registered Investment Advisory firm - (8/13/2019 Approved)

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

North Carolina
(6/6/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/6/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/15/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 11/12/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ABSHER WEALTH MANAGEMENT, LLC

CRD#: 304642 / SEC#: 801-117177

RIA

Registered Investment Advisory firm - (8/13/2019 Approved)

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Contact information

Main Address

1450 Raleigh Road, Suite 105, Chapel Hill, NC 27517

Mailing Address

Phone number

(919) 283-2340

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ABSHER WEALTH MANAGEMENT FORM ADV PART 2A WRAP BROCHURE (9/26/2025)

ABSHER WEALTH MANAGEMENT FORM ADV PART 2A (9/26/2025)

Regulatory assets under management

Total Number of Accounts	2,430
AUM (Assets Under Management)	$ 1,095,336,399

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.

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Christine M. Foster-perry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Marie Foster-perry's CRS (Customer Relationship Summary).

Certified licenses

Experience

ABSHER WEALTH MANAGEMENT, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

ABSHER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/6/2024

Series 63

Date: 11/15/2002

Series 6

Date: 11/12/2002

Current Firm

ABSHER WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ABSHER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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