Vincent Perry
Vincent Perry is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Raleigh, NC, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3130 Fairhill Dr., Suite 108, Raleigh, NC, 27606
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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
Vincent is involved in several investment-related activities, including being part of Lipson, Williams, Perry & Kaptanoglu, LLC, and providing investment advisory services through Independent Advisor Alliance. He is also a Managing Partner at The Milner Group, which involves non-variable insurance, and operates under the DBA Socratic Better Wealth for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations15 states
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