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Perry Jenkins Green

WADDELL & ASSOCIATES, LLC·MEMPHIS, Tennessee
Clean record22 years registeredWADDELL & ASSOCIATES, LLC
5188 WHEELIS DRIVE, MEMPHIS, TN 38117CRD# 4748372Firm CRD# 283723

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Perry Jenkins Green · MEMPHIS, TN
Registration
CRD #4748372 · WADDELL & ASSOCIATES, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

WADDELL & ASSOCIATES, LLC
May 2016 – present
WADDELL & ASSOCIATES INC
Feb 2004 – May 2016
MEMPHIS, TN
02

Registrations & Exams

Registration record
First registered · February 23, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WADDELL & ASSOCIATES, LLC
CRD 283723 · SEC 801-107784
AUM
$1.3B
Regulatory assets under management
Employees
20
2,764 client accounts
Services offered by WADDELL & ASSOCIATES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WADDELL & ASSOCIATES, LLC →
Introduction

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05

Frequently Asked Questions

What services does Perry Jenkins Green offer?
Perry Jenkins Green specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MEMPHIS, Tennessee for a consultation.
What are Perry Jenkins Green's credentials?
Perry Jenkins Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Perry Jenkins Green located?
Perry Jenkins Green is based in MEMPHIS, Tennessee, working with WADDELL & ASSOCIATES, LLC. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.
How does Perry Jenkins Green charge for services?
Perry Jenkins Green's firm is compensated through percentage of aum, hourly charges, subscription fees, other: revenue sharing with frs and on elibible credit and cash managem. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WADDELL & ASSOCIATES, LLC?
WADDELL & ASSOCIATES, LLC has approximately 20 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WADDELL & ASSOCIATES, LLC

Tara Lynn Meeks
MEMPHIS, TN
David Sewall Waddell
MEMPHIS, TN
Sean Embry Gould
MEMPHIS, TN

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