James Perryman
James Perryman is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Davidson, NC, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
130 Harbour Place, Suite 350, Davidson, NC, 28036
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 1993Regulatory
December 1992Customer Dispute
May 1990Other Business Activities
James is the sole partner and controls 100% of Perryman & Perryman LLC, created in 2006 to hold one parcel of land for limited liability purposes. This LLC requires minimal time commitment.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Shearson Lehman Hutton INC.Broker
The Robinson-Humphrey Company INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Masten INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Marion Bass Securities CorporationBroker
State Registrations31 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.