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Christopher Chase Perry

Orion Portfolio Solutions, LLC

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About Christopher Chase Perry

Christopher Chase Perry is a financial advisor with over six years of experience. Christopher is registered with the state of Massachusetts and currently works for Orion Portfolio Solutions, LLC in Omaha, Nebraska. Christopher has experience working with individuals, corporations, and other businesses, providing financial advice and portfolio management services. Christopher has a Series 7, Series 66, and SIE license. Christopher is focused on helping clients achieve their financial goals.

Firm Information

Christopher Perry is currently registered with Orion Portfolio Solutions, LLC. Orion Portfolio Solutions, LLC is a registered investment advisor with $53.84 billion in regulatory assets under management. The firm, headquartered in Omaha, NE, provides a range of advisory services, including portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting. They serve a variety of clients, including individuals, corporations, pension plans, charitable organizations, and educational savings & ABLE plans.
Orion Portfolio Solutions, LLC

17605 WRIGHT ST

OMAHA, NE 68130

$53.84B

Assets Under Management

Not reported

Total Clients

173

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 educational savings & able plans

Portfolio management for educational savings & able plans

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Christopher Perry’s Registration & Firm History

NE

10/31/2023 - Present

Orion Portfolio Solutions, LLC (OMAHA NE)

MA

01/10/2022 - 11/18/2022

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)

MA

11/13/2017 - 01/07/2022

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 04/08/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Christopher Chase Perry. Review regulatory record here.
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