PB
PB
Perry Brown
30 Years of Experience
Texarkana, TX
1 DisclosureBroker
Perry Brown is a registered investment advisor at Raymond James & Associates, INC., based in Texarkana, TX, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
2315 Moores Lane, Texarkana, TX, 75503
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2008Closed-No Action
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Previous Registrations
Morgan Keegan & Company, INC.
February 2012 - February 2013 · 1 yr
Morgan Keegan & Company, INC.Broker
February 2012 - February 2013 · 1 yr
Wells Fargo Advisors, LLCBroker
January 2008 - February 2012 · 4 yrs 1 mo
Wells Fargo Advisors, LLC
January 2008 - February 2012 · 4 yrs 1 mo
A. G. Edwards & Sons, INC.
June 2003 - January 2008 · 4 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
January 2001 - January 2008 · 7 yrs
Bnl Securities INC.Broker
April 1985 - December 1988 · 3 yrs 8 mos
First American National Securities, INC.Broker
May 1983 - August 1984 · 1 yr 3 mos
State Registrations11 states
ARAZCAFLLAMOOKORSCSDTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.