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Andrea Perryman

Wells Fargo Advisors
21 Years of Experience
Dallas, TX
2 DisclosuresBroker
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Andrea Perryman is a registered investment advisor at Wells Fargo Advisors, based in Dallas, TX, with 21 years of industry experience. Andrea is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

8115 Preston Rd Ste 300, [Vb-Rbo], Dallas, TX, 75225

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2008
Settled
Customer Dispute
July 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Andrea is a 100% owner of Kentucky Street Holdings LLC since 2014, spending minimal time per month. She also co-owns Walnut Street Holdings LLC and Cedar Springs Drive, LLC with her spouse, both rental properties, dedicating minimal time to each.

Employment History
Current Registrations
Wells Fargo Advisors
January 2011 - Present · 15 yrs 9 mos
Wells Fargo Clearing Services, LLC
January 2011 - Present · 15 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Chase Investment Services CORP.
October 2005 - January 2011 · 5 yrs 3 mos
Chase Investment Services CORP.Broker
October 2005 - January 2011 · 5 yrs 3 mos
Morgan Stanley
June 2005 - September 2005 · 3 mos
Morgan Stanley Dw INC.Broker
March 2005 - September 2005 · 6 mos
State Registrations28 states
ALAZCACOFLGAHIIAILINKSKYLAMAMIMNMOMSNCNJNVNYOHOKSCTXVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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