TP
TP

Thomas Perry

10 Years of Experience
Richmond, VA
Broker

Thomas Perry is a registered investment advisor at Wells Fargo Advisors, based in Richmond, VA, with 10 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

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Location

3019 West Moore Street, Suite 100, Richmond, VA, 23230

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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 Activities

Thomas has 100% ownership of Perry Financial Consulting and 25% ownership of River Hills Wealth Management LLC, dedicating minimal time to each. He also serves as treasurer for the Fan District Association, spending a few hours per week on meetings and financial management.

Employment History
Current Registrations
Wells Fargo Advisors
December 2019 - Present · 6 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2015 - December 2019 · 4 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
August 2015 - December 2019 · 4 yrs 4 mos
State Registrations27 states
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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.