David Perrone
David Perrone is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Metuchen, NJ, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
495 Main Street, Suite 25, Metuchen, NJ, 08840
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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 the owner of David J Perrone and Eagle Plans, both support companies. He also works as an insurance agent, obtaining quotes for term life, whole life, and long-term care insurance for clients, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
State Registrations31 states
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