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Jeffrey Douglas Perry

PFG PRIVATE WEALTH MANAGEMENT, LLC·LUTZ, Florida
Series 24Series 7Series 6Series 63SIE
Unclaimed Profile
18572 N. DALE MABRY HWY, LUTZ, FL 33548CRD# 3109224Firm CRD# 282301
01

About

Jeffrey Douglas Perry is a registered financial advisor based in LUTZ, Florida, affiliated with PFG PRIVATE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PFG PRIVATE WEALTH MANAGEMENT, LLC
PFG PRIVATE WEALTH MANAGEMENT, LLC
AUM
$204M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PFG PRIVATE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3109224
Firm CRD# 282301
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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