NP
NP

Nigel Perryman

14 Years of Experience
Winter Springs, FL
BrokerSells Insurance

Nigel Perryman is a registered investment advisor at Planmember Securities Corporation, based in Winter Springs, FL, with 14 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
433 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1052 Willa Springs Drive, Winter Springs, FL, 32708

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Nigel is involved in several business activities, including securities and insurance sales and services through Bencor and Retirement Planning Assoc., taking up nearly all of his time. He also owns Anfield Investments for accounting purposes, is an independent insurance agent, and serves as a secretary for a religious organization, dedicating minimal time to each.

Employment History
Current Registrations
Planmember Securities Corporation
July 2016 - Present · 10 yrs
Planmember Securities CorporationBroker
July 2016 - Present · 10 yrs
Previous Registrations
Cetera Advisors LLC
July 2014 - July 2016 · 2 yrs
Cetera Advisors LLCBroker
March 2014 - July 2016 · 2 yrs 4 mos
Metlife Securities INC.Broker
June 2011 - April 2014 · 2 yrs 10 mos
State Registrations15 states
AKALCADCFLGALAMDMNMSNCOHPATNTX
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.
Nigel Perryman - Financial Advisor | TrueAdvisor