David Perry is a registered investment advisor, based in East Moline, IL, with 23 years of industry experience.
Location
990 Avenue of the Cities, Suite 4, East Moline, IL, 61244
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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
David is involved in several outside business activities, including real estate holding, serving as treasurer/director for a condo association, and acting as managing director/advisory rep for PR Wealth Management Group Inc. He also works as an independent insurance agent for various insurance companies.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Pr Wealth Management Group
Previous Registrations
Cambridge Investment Research, INC.Broker
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Intersecurities, INC.Broker
Pruco Securities, LLC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 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.