Unclaimed Profile

Jeffrey Douglas Perry

PFG PRIVATE WEALTH MANAGEMENT, LLC·LUTZ, Florida

SIE, Series 6, Series 7, Series 24, Series 63Clean record27 years registeredPFG PRIVATE WEALTH MANAGEMENT, LLC

18572 N. DALE MABRY HWY, LUTZ, FL 33548CRD# 3109224Firm CRD# 282301

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Douglas Perry · LUTZ, FL

Registration

CRD #3109224 · PFG PRIVATE WEALTH MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

PFG PRIVATE WEALTH MANAGEMENT, LLC

Apr 2016 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Dec 2009 – Apr 2016

LUTZ, FL

MML INVESTORS SERVICES, INC.

Jun 1999 – Nov 2009

TAMPA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · June 16, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PFG PRIVATE WEALTH MANAGEMENT, LLC

CRD 282301 · SEC 801-113163

AUM

$204M

Regulatory assets under management

Employees

971 client accounts

Services offered by PFG PRIVATE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PFG PRIVATE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Douglas Perry offer?

Jeffrey Douglas Perry specializes in Financial Planning, Investment Management. Contact their office in LUTZ, Florida for a consultation.

What are Jeffrey Douglas Perry's credentials?

Jeffrey Douglas Perry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Douglas Perry located?

Jeffrey Douglas Perry is based in LUTZ, Florida, working with PFG PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the LUTZ metropolitan area and surrounding communities.

How does Jeffrey Douglas Perry charge for services?

Jeffrey Douglas Perry's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PFG PRIVATE WEALTH MANAGEMENT, LLC?

PFG PRIVATE WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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