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David Mark Perry

PR WEALTH MANAGEMENT GROUP, INC.·EAST MOLINE, Illinois
SIE, Series 7, Series 66Clean record24 years registeredPR WEALTH MANAGEMENT GROUP, INC.
990 AVENUE OF THE CITIES, EAST MOLINE, IL 61244CRD# 4529490Firm CRD# 173711

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Mark Perry · EAST MOLINE, IL
Registration
CRD #4529490 · PR WEALTH MANAGEMENT GROUP, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

PR WEALTH MANAGEMENT GROUP
Jan 2015 – present
CETERA INVESTMENT ADVISERS LLC
Feb 2005 – Jan 2015
EAST MOLINE, IL
AMERICAN EXPRESS FINANCIAL ADVISORS, INC.
Jun 2002 – Jan 2004
DAVENPORT, IA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · June 19, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PR WEALTH MANAGEMENT GROUP, INC.
CRD 173711 · SEC 801-122276
AUM
$127M
Regulatory assets under management
Employees
4
1,236 client accounts
Services offered by PR WEALTH MANAGEMENT GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PR WEALTH MANAGEMENT GROUP, INC. →
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05

Frequently Asked Questions

What services does David Mark Perry offer?
David Mark Perry specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EAST MOLINE, Illinois for a consultation.
What are David Mark Perry's credentials?
David Mark Perry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Mark Perry located?
David Mark Perry is based in EAST MOLINE, Illinois, working with PR WEALTH MANAGEMENT GROUP, INC.. Their office serves clients in the EAST MOLINE metropolitan area and surrounding communities.
How does David Mark Perry charge for services?
David Mark Perry's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PR WEALTH MANAGEMENT GROUP, INC.?
PR WEALTH MANAGEMENT GROUP, INC. has approximately 4 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PR WEALTH MANAGEMENT GROUP, INC.

Joshua Matthew Robinson
EAST MOLINE, IL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
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