MP
MP

Madison Perry

1 Year of Experience
Oregon City, OR
Broker

Madison Perry is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Oregon City, OR, with 1 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

19753 S Hwy 213, Oregon City, OR, 97045

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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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Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2025 - Present · 1 yr
Previous Registrations
Raymond James & Associates, INC.
March 2025 - May 2025 · 2 mos
Raymond James & Associates, INC.Broker
November 2024 - May 2025 · 6 mos
State Registrations7 states
AZCAIDNCORWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.