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Bradley Tyler Perry

Charles Schwab & CO., Inc.

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About Bradley Tyler Perry

Bradley Tyler Perry is a financial advisor with over 25 years of experience in the industry. Bradley is currently registered with Charles Schwab & Co., Inc. in Dallas, Texas. Bradley has previously worked at MML Investors Services, LLC, Hornor, Townsend & Kent, Inc., Barron Moore, Inc., TD Waterhouse Investor Services, Inc., Capital Institutional Services, Inc., Advanced Clearing, Inc., Ameritrade, U.S. Bancorp Investments, Inc., and Ceres Securities, Inc. Bradley holds Series 4, 7, 9, 10, 24, 52TO, 53, 55, 57TO, and 66 licenses. Bradley is also registered with the states of Alabama, Arkansas, California, Colorado, Florida, Illinois, Michigan, Nevada, New Mexico, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, Texas, Virginia, Wisconsin, and Wyoming. Bradley is a financial advisor who can provide a variety of services to help clients reach their financial goals.

Firm Information

Bradley Perry is currently registered with Charles Schwab & CO., Inc.. CHARLES SCHWAB & CO., INC. is a corporation formed in April 1971 and headquartered in San Francisco, California. They offer financial planning, wrap fee programs, and select other advisors. They operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.
Charles Schwab & CO., Inc.

5100 Belt Line Rd.

Dallas, TX 75254

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Bradley Perry’s Registration & Firm History

TX

04/15/2014 - Present

Charles Schwab & CO., Inc. (Dallas TX)

TX

10/19/2010 - 03/07/2014

MML INVESTORS SERVICES, LLC (DALLAS TX)

TX

05/21/2004 - 10/15/2010

HORNOR, TOWNSEND & KENT, INC. (ADDISON TX)

TX

08/21/2003 - 04/29/2004

BARRON MOORE, INC. (DALLAS TX)

NE

11/11/2002 - 08/22/2003

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

TX

10/04/2000 - 09/11/2002

CAPITAL INSTITUTIONAL SERVICES, INC. (DALLAS TX)

NE

04/03/2000 - 10/19/2000

ADVANCED CLEARING, INC. (OMAHA NE)

NE

02/18/1998 - 10/19/2000

AMERITRADE (BELLEVUE NE)

MN

05/09/1997 - 02/05/1998

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

NE

03/28/1996 - 04/24/1997

CERES SECURITIES, INC. (BELLEVUE NE)

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Licenses & Designations

BOTH

Issued 8/12/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 3/12/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 4/17/2006

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/1/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/20/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 3/17/1999

Series 4 - Registered Options Principal Examination

BC

Issued 2/10/1999

Series 24 - General Securities Principal Examination

BC

Issued 1/2/2023

Series 57TO - Securities Trader Exam

BC

Issued 1/2/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/30/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 3/4/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Bradley Tyler Perry.
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