Steven Perry is a registered investment advisor at D.A. Davidson & CO., based in Plano, TX, with 27 years of industry experience. Steven 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 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5601 Granite Parkway, Suite 560, Plano, TX, 75024
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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 →Employment History
Current Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Previous Registrations
Wells Nelson & Associates, L.L.C.
Wells Nelson & Associates, L.L.C.Broker
Texas Municipal Finance Group LLC
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
William R. Hough & CO., INC
William R. Hough & CO.Broker
State Registrations3 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.