Unclaimed Profile

Donald R. Perdue

THE CENTRAL TRUST BANK·JEFFERSON CITY, Missouri

Clean record16 years registeredTHE CENTRAL TRUST BANK

238 MADISON STREET, JEFFERSON CITY, MO 65101CRD# 5633000Firm CRD# 149262

Profile Verification

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

Identity

Donald R. Perdue · JEFFERSON CITY, MO

Registration

CRD #5633000 · THE CENTRAL TRUST BANK · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE CENTRAL TRUST BANK

CENTRAL TRUST BANK

Sep 2009 – Apr 2022

JEFFERSON CITY, MO

Registrations & Exams

Registration record

First registered · September 1, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE CENTRAL TRUST BANK

CRD 149262 · SEC 801-69885

AUM

$490M

Regulatory assets under management

Employees

16 client accounts

Services offered by THE CENTRAL TRUST BANK

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at THE CENTRAL TRUST BANK →

Introduction

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Frequently Asked Questions

What services does Donald R. Perdue offer?

Donald R. Perdue specializes in Investment Management, Wealth Management.

What are Donald R. Perdue's credentials?

Donald R. Perdue is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald R. Perdue located?

Donald R. Perdue is based in JEFFERSON CITY, Missouri, last registered with THE CENTRAL TRUST BANK.

How does Donald R. Perdue charge for services?

Donald R. Perdue's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE CENTRAL TRUST BANK?

THE CENTRAL TRUST BANK has approximately 2 employees and manages $490M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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