Perry Woolard
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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 11 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees may be negotiated, but will not exceed 3% of the account value.
Fee Estimator
Location
Lee'S Summit, MO
Get directionsHistory
Regulatory History
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.
Learn about disclosures →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.
Great American Investors, INC.
Great American Investors, INC.Broker
Previous Registrations
Vestax Securities CorporationBroker
Walnut Street Securities, INC.Broker
Philadelphia Life Asset Planning CompanyBroker
Carillon Investments, INC.Broker
Southwestern Management & Research CorporationBroker
State Registrations2 states
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.