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Brian Eugene Perott

FCI Advisors

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About Brian Eugene Perott

Brian Perott is a financial advisor currently registered with FCI Advisors, a registered investment advisor based in Overland Park, Kansas. Brian has been in the financial industry for over 30 years and holds the Series 6 and Series 63 licenses. Brian is a Chartered Financial Analyst, and his specialties include providing financial planning, portfolio management, and asset allocation services to individuals, families, businesses, investment companies, and pooled investment vehicles. He is also a member of the FCI Holdings Company, a holding company of Financial Counselors, Inc.

Firm Information

Brian Perott is currently registered with FCI Advisors. FCI Advisors is an investment advisor based in Overland Park, KS. They provide a range of advisory services including financial planning, asset allocation, portfolio management, and selection of other advisors. They manage approximately $15 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and investment companies.
FCI Advisors

5901 COLLEGE BOULEVARD

OVERLAND PARK, KS 66211

$15.08B

Assets Under Management

5

Total Clients

39

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation services

Asset allocation services

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Perott’s Registration & Firm History

KS

11/17/2000 - Present

FCI Advisors (OVERLAND PARK KS)

NA

08/04/1993 - 01/25/1995

MERCANTILE INVESTMENT SERVICES, INC.

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Licenses & Designations

BC

Issued 08/23/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Eugene Perott.
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