Brock Vaughn Hedgecoke

Brock V. Hedgecoke

PERENNIAL WEALTH ADVISORS | Associate Financial Advisor
CANADIAN, TX 79014
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CRD#: 7227793
Brock Vaughn Hedgecoke

Professional summary


Brock Vaughn Hedgecoke, CFP®, who also goes by Brock V Hedgecoke, is a registered financial advisor currently at PERENNIAL WEALTH ADVISORS, LLC located in Canadian, Texas.

Brock is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Brock has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer


What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases


Brock V Hedgecoke

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.

CRS (Client Relationship Summary) - RIA


Click below to view Brock Vaughn Hedgecoke'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®

Experience


Current

June 20, 2024 - Present

PERENNIAL WEALTH ADVISORS, LLC

Office #1: 123 N 3rd St., Canadian, TX 79014Office #3: 401 Franklin St. Ste. 2400, Houston, TX 77002
RIA
CRD#: 329913
CANADIAN, TX
Past

January 4, 2022 - July 1, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
CANADIAN, TX
Past

October 4, 2021 - July 1, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
CANADIAN, TX
Past

February 10, 2020 - September 15, 2020

FINANCIAL SYNERGIES

RIA
CRD#: 105643
HOUSTON, TX

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
Texas
(6/20/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/16/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/4/2021
General Securities Representative Examination
General Industry/Product Exam

Current Firm


PW
PERENNIAL WEALTH ADVISORS, LLC
PERENNIAL WEALTH ADVISORS, LLC

CRD#: 329913 / SEC#:

Oklahoma
Registered Investment Advisory firm - (6/20/2025 Approved)
Texas
Registered Investment Advisory firm - (6/17/2024 Approved)
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Contact information


Main Address
123 N 3rd St., Canadian, TX 79014
Mailing Address
Phone number
(806) 323-4046
Established
Firm type
Fiscal year end
# of Employees
3

Regulatory assets under management


Total Number of Accounts421
AUM (Assets Under Management)$ 80,600,131

Red Flags


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Company Information


PERENNIAL WEALTH ADVISORS, LLC

Associate Financial AdvisorCRD#: 329913Canadian, TX 79014

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Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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