David Perry (CRD# 4529490) is an Investment Advisor Representative working at Pr Wealth Management Group in East Moline, IL and has over 21 years of experience in the finance industry.
CRD# 5419183
Ameriprise Financial Services, LLC
CRD# 4397919
Ubs Financial Services Inc.
CRD# 4230601
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Purshe Kaplan Sterling Investments | Albany, NY | Sep 2017 - Current | 6 |
Pr Wealth Managment Group, Inc. | East Moline, IL | Jan 2015 - Current | 9 |
Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2015 - Sep 2017 | 2 |
Cetera Investment Advisers LLC | Schaumburg, IL | Feb 2005 - Jan 2015 | 9 |
Cetera Financial Specialists LLC | Schaumburg, IL | Dec 2004 - Jan 2015 | 10 |
Pr Wealth Management Group | East Moline, IL | Dec 2007 - Dec 2014 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2002 |
- CO
- IL
- IA
-
Total Assets Under Management127MILLIONS
-
Total Number of Accounts1,236ACCOUNTS
-
Average Account Value$102,751
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, IA, IL, NE, NV, TX
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