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CRD#: 116502
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

PERRYMAN SECURITIES, INC. is located at 12221 Merit Drive - Suite 1660, Dallas, TX 75251 and was first established at Dallas, Texas in 06/15/2001. After operating for 24 years, PERRYMAN SECURITIES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of PERRYMAN SECURITIES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. PERRYMAN SECURITIES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at PERRYMAN SECURITIES, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access PERRYMAN SECURITIES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at PERRYMAN SECURITIES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for PERRYMAN SECURITIES, INC. Comes From

Understanding the Statistics for PERRYMAN SECURITIES, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
12221 Merit Drive - Suite 1660, Dallas, TX 75251
Mailing Address
12221 Merit Drive - Suite 1660, Dallas, TX 75251
Firm Size
Small
Phone Number
(972) 770-4800
Established
Texas since 06/15/2001
Firm Type
Corporation
Fiscal year end
September
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
PERRYMAN, WILLIAM DELYNPRESIDENT, FINOP1222746
GRANT, JENNIFER VINCENTACO6677103
PERRYMAN, JAMES STEPHENCHIEF COMPLIANCE OFFICER4499887

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at PERRYMAN SECURITIES, INC.

Roger Alan Shake

Roger Alan Shake

IAR
RR
CRD#: 1302570
CFP®: Certified Financial Planner
Location:
Plano, TX 75024
Company:
LEGACY CONSULTING GROUP
Disclosures:
Experience:
41 years
View Profile
Nancy Kay Phillips

Nancy Kay Phillips

Nancy Kay Phillips, Nancy Kay Purifoy
IAR
RR
CRD#: 4519607
CFP®: Certified Financial Planner
Location:
Dallas, TX 75243
Company:
PERRYMAN FINANCIAL ADVISORY, INC.
Disclosures:
Experience:
23 years
View Profile
James Stephen Perryman

James Stephen Perryman

Jimmy Perryman
IAR
RR
CRD#: 4499887
CFP®: Certified Financial Planner
Location:
Dallas, TX 75251
Company:
PERRYMAN FINANCIAL ADVISORY, INC.
Disclosures:
Experience:
23 years
View Profile
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