Perry B. Bean

BISHOP CAPITAL ADVISORS LLC

Boca Raton, FL 33431

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CRD#: 5311490

Professional summary

Perry Bishop Bean is a registered financial advisor currently at BISHOP CAPITAL ADVISORS LLC located in Boca Raton, Florida.

Perry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Perry has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

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.

Independent insurance agent license, not investment related, 301 Yamato Rd., Suite 1140, Boca Raton, FL. 33431, Insurance sales; Agent; since 4/2022; Insurance products; four hours per month spent on this activity during securities trading hours; Insurance sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Perry Bishop Bean'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®

None

Experience

Current

January 3, 2023 - Present

BISHOP CAPITAL ADVISORS LLC

Office #1: 301 Yamato Road Suite 1140, Boca Raton, FL 33431

RIA

CRD#: 323102

Boca Raton, FL

Past

February 27, 2020 - July 25, 2022

CWM, LLC

RIA

CRD#: 155344

Boca Raton, FL

Past

February 10, 2017 - October 2, 2017

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Billings, MT

Past

January 27, 2017 - May 1, 2020

GALLACHER CAPITAL MANAGEMENT, LLC

RIA

CRD#: 113189

LONE TREE, CO

Past

November 19, 2014 - March 4, 2015

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

WESTPORT, CT

Past

November 19, 2014 - March 4, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

WESTPORT, CT

Past

March 28, 2013 - June 26, 2013

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

SAN DIEGO, CA

Past

February 11, 2013 - June 26, 2013

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SAN DIEGO, CA

Past

February 1, 2010 - September 26, 2011

MORGAN STANLEY

RIA

CRD#: 149777

SAN DIEGO, CA

Past

January 1, 2010 - September 26, 2011

MORGAN STANLEY

CRD#: 149777

SAN DIEGO, CA

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

Florida
(1/3/2023)

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 66

Date: 1/27/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/2/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/28/2009

General Securities Representative Examination

Current Firm

BISHOP CAPITAL ADVISORS LLC

CRD#: 323102 / SEC#:

Florida

Registered Investment Advisory firm - (1/3/2023 Approved)

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Contact information

Main Address

301 Yamato Road Suite 1140, Boca Raton, FL 33431

Mailing Address

Phone number

(561) 948-6500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 27,232,308

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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Advisor Monitoring

Firm Stability Insights

Perry B. Bean

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Perry Bishop Bean's CRS (Customer Relationship Summary).

Certified licenses

Experience

CWM, LLC

PURSHE KAPLAN STERLING INVESTMENTS

GALLACHER CAPITAL MANAGEMENT, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

MORGAN STANLEY

MORGAN STANLEY

State Registrations and Notice Filings

Exams

Series 66

Date: 1/27/2010

SIE

Date: 10/2/2017

Series 7

Date: 12/28/2009

Current Firm

BISHOP CAPITAL ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BISHOP CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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