Cassie Perry
Cassie Perry is a registered investment advisor at Ameriprise Financial Services, LLC, based in Terrell, TX, with 23 years of industry experience. Cassie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B 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% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
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.
Exams
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