Frank Perry
Frank Perry is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mckinney, TX, with 45 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
Firm Size
IM Fee
Assets Under Management
Location
5900 S. Lake Forest Dr., Suite 230, Mckinney, TX, 75070
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Frank owns Perry Capital Group, a support company/DBA, since 2011. He spends minimal time on this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
Cullum & Burks Securities, INC.Broker
Brokers Transaction Services, INC.Broker
First USA Capital Markets, INC.Broker
Burford, Perry & CO. INC.Broker
Brokers Transaction Services, INC.Broker
Southwest Securities, INC.Broker
Brokers Transaction Services, INC.Broker
Shearson Lehman Hutton INC.Broker
Salomon Brothers INC.Broker
Paine, Webber, Jackson & Curtis IncorporatedBroker
State Registrations19 states
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