Cassie Perry
Cassie Perry is a registered investment advisor at Ameriprise Financial Services, LLC, based in Terrell, TX, with 22 years of industry experience. Cassie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
102 W. Moore Ave., Terrell, TX, 75160-3140
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2012Other Business Activities
Cassie has several business ownership roles at 1209 VZ County Road 3104, Edgewood, TX since 2003, some investment-related and some not, but all require minimal time. Cassie also has outside employment at American National Bank of Texas since 2004, dedicating 60 hours per month.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Wilbanks Securities Advisory
Wilbanks Securities, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations8 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.