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Perry Woolard

First American Financial Advisors, INC.
40 Years of Experience
Lee'S Summit, MO
BrokerSells Insurance
View SEC Summary
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Perry Woolard is a ChFC-designated registered investment advisor at First American Financial Advisors, INC., based in Lee'S Summit, MO, with 40 years of industry experience. Perry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 11 clients with $11M in assets under management.

First American Financial Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
11 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$11.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Standard fee is 1% annually, but fees are negotiable and may range up to 3% based on circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Lee'S Summit, MO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Perry owns Woolard and Associates Financial Services. He spends the majority of his time selling life, health, and disability insurance on a commission basis.

Employment History
Current Registrations
First American Financial Advisors, INC.
January 2004 - Present · 22 yrs 9 mos
Great American Investors, INC.
April 2002 - Present · 24 yrs 6 mos
Great American Investors, INC.Broker
April 2002 - Present · 24 yrs 6 mos
Previous Registrations
Vestax Securities CorporationBroker
March 1999 - April 2002 · 3 yrs 1 mo
Walnut Street Securities, INC.Broker
January 1996 - March 1999 · 3 yrs 2 mos
Philadelphia Life Asset Planning CompanyBroker
July 1986 - December 1987 · 1 yr 5 mos
Carillon Investments, INC.Broker
May 1985 - January 1994 · 8 yrs 8 mos
Southwestern Management & Research CorporationBroker
October 1983 - July 1986 · 2 yrs 9 mos
State Registrations2 states
KSMO
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.
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