John Perdue
John Perdue is a registered investment advisor at Wmg Financial Advisors, LLC, based in Knoxville, TN, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,655 clients with $690M 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 | 2.00% |
Fees are negotiable.
Fee Estimator
Location
620 Mabry Hood Road, Suite 101, Knoxville, TN, 37932
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2015Other Business ActivitiesSells Insurance
John is VP of Corporate Finance and Compliance & Investment Adviser at WMG Financial Advisors LLC, dedicating full-time hours to accounting, compliance, and client services. He also has power of attorney for his mother and spends minimal time on this. Additionally, John is an insurance producer for WMG Financial Services, spending minimal time selling and servicing insurance products, including variable universal life products.
Employment History
Current Registrations
Wmg Financial Advisors, LLC
Previous Registrations
Concourse Financial Group Securities, INC.Broker
Investment Advisors
Concourse Financial Group Securities, INC.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Invest Financial CorporationBroker
State Registrations1 state
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.