Perry C. Arnold

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CRD#: 4608600

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 Charles Arnold JR, CFP®, who also goes by Perry Charles Arnold Jr., Perry Charles Arnold, was a registered financial professional .

Perry is a previously registered financial professional and started their career in finance in 2003. Perry had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

Perry Charles Arnold Jr. | Perry Charles Arnold

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®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Past

January 16, 2003 - December 31, 2022

ARNOLD FINANCIAL PLANNING

RIA

CRD#: 122972

BUENA VISTA, CO

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

Current Firm

ARNOLD FINANCIAL PLANNING

ARNOLD FINANCIAL PLANNING | ARNOLD JR., PERRY CHARLES

CRD#: 122972 / SEC#:

Colorado

Registered Investment Advisory firm - (1/16/2003 Approved)

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Contact information

Main Address

Buena Vista, CO

Mailing Address

Phone number

(719) 221-9768

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	30
AUM (Assets Under Management)	$ 5,530,444

Red Flags

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