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Perry Richard Perryman

P. RICHARD PERRYMAN·TYLER, Texas
Series 65Clean record15 years registeredP. RICHARD PERRYMAN
100 INDEPENDENCE PLACE, TYLER, TX 75703CRD# 5875901Firm CRD# 156089

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Perry Richard Perryman · TYLER, TX
Registration
CRD #5875901 · P. RICHARD PERRYMAN · 15 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: P. RICHARD PERRYMAN
SENTRY WEALTH ADVISORS, LLC
May 2011 – Aug 2018
TYLER, TX
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 9, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
P. RICHARD PERRYMAN
CRD 156089 · SEC 801-72118
AUM
$75M
Regulatory assets under management
Employees
1
23 client accounts
Services offered by P. RICHARD PERRYMAN
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 P. RICHARD PERRYMAN →
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05

Frequently Asked Questions

What services does Perry Richard Perryman offer?
Perry Richard Perryman specializes in Financial Planning, Investment Management, Wealth Management.
What are Perry Richard Perryman's credentials?
Perry Richard Perryman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Perry Richard Perryman located?
Perry Richard Perryman is based in TYLER, Texas, last registered with P. RICHARD PERRYMAN.
How does Perry Richard Perryman charge for services?
Perry Richard Perryman'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 P. RICHARD PERRYMAN?
P. RICHARD PERRYMAN has approximately 1 employees and manages $75M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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