James Perry
James Perry is a registered investment advisor at Raymond James & Associates, INC., based in Huntington, WV, with 32 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B 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 | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
Capital Centre, 750 4th Ave., First Floor, Huntington, WV, 25701
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2003Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
State Registrations18 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.
Exams
More Advisors
- Brandon Roisman, CFPRaymond James & Associates, INC.
- Jefferey BiedermanRaymond James & Associates, INC.
- Peter DewaldRaymond James & Associates, INC.
- Christopher Ball, ChFCEdward Jones
- Christopher Chapman, CFPJ.P. Morgan Securities LLC
- Robert Simmons, CFPRBC Capital Markets, LLC