AdvisorOS Directory
Claim Profile
PG

Perry Jenkins Green

WADDELL & ASSOCIATES, LLC·MEMPHIS, Tennessee
Unclaimed Profile
5188 WHEELIS DRIVE, MEMPHIS, TN 38117CRD# 4748372Firm CRD# 283723
01

About

Perry Jenkins Green is a registered financial advisor based in MEMPHIS, Tennessee, affiliated with WADDELL & ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WADDELL & ASSOCIATES, LLC
WADDELL & ASSOCIATES, LLC
AUM
$1.3B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at WADDELL & ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REVENUE SHARING WITH FRS AND ON ELIBIBLE CREDIT AND CASH MANAGEM
Regulatory
SEC/IARD CRD# 4748372
Firm CRD# 283723
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MEMPHIS?

Browse all registered financial advisors in MEMPHIS, Tennessee or claim this profile if it's yours.

Browse MEMPHIS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MEMPHIS
George Maddux White — WELLSPRING MANAGEMENT LLCMichael Heflin Tindal — HIGHLAND CAPITAL MANAGEMENT, LLCSteven Michael Stack — HIGHLAND CAPITAL MANAGEMENT, LLCChristopher Webster Canale — CONSULTING SERVICES GROUP, LLCWilliam Robert Renovich — WOLF RIVER CAPITAL MANAGEMENT, LLC
Nearby cities in Tennessee
NASHVILLE (391)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)FRANKLIN (76)
City Guides
NASHVILLE GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile