Adam Perry is a registered investment advisor, based in Lawton, OK, with 12 years of industry experience.
Location
Lawton, OK
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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
Adam is an accounting manager at Barnes Welsh & Perry, PC and treasurer for Southwestern Oklahoma Home Builders Association. He also sells fixed indexed annuities and insurance through Avantax Insurance Agency/Services, dedicating minimal time to these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 states
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