Chad Perry is a registered investment advisor, based in Dallas, TX, with 20 years of industry experience.
Location
12400 Coit Road, Suite 700, Dallas, TX, 75251
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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
Chad is involved in several outside business activities. He spends about half his time with Level Four Insurance Services, LLC selling non-variable insurance products, and also dedicates time to tax preparation, investment advisory services, and insurance referrals.
Employment History
Current Registrations
Level Four Financial, LLCBroker
Level Four Advisory Services
Previous Registrations
LPL Financial LLCBroker
Lincoln Financial Securities CorporationBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations3 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.