Janice Perry
Janice Perry is a registered investment advisor at Cetera Investment Advisers LLC, based in Tunkhannock, PA, with 23 years of industry experience. Janice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
74 East Tioga Street, Tunkhannock, PA, 18657
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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
Janice is eligible to receive referral fees from a trust department and sells fixed life insurance outside of Cetera. This activity is investment-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Primevest Financial Services, INC.Broker
Invest Financial CorporationBroker
State Registrations13 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.