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David Mark Perry

PR Wealth Management Group

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About David Mark Perry

David Mark Perry is an investment advisor representative registered with PR Wealth Management Group. David has been in the industry since 2002 and holds a Series 66, Series 7 and SIE licenses. David Perry works out of the firm's East Moline, IL office, and also has registration with Colorado, Illinois, and Iowa. David Perry specializes in providing financial planning services to individuals, high-net-worth individuals and pension and profit sharing plans.

Firm Information

David Perry is currently registered with PR Wealth Management Group. PR Wealth Management Group is an investment advisor registered with the SEC. Headquartered in East Moline, IL, the firm provides financial planning and portfolio management for individuals, businesses, and pension plans. They manage approximately $127 million in assets for over 1,200 clients, including high-net-worth individuals.
PR Wealth Management Group

990 AVENUE OF THE CITIES

EAST MOLINE, IL 61244

$127.00M

Assets Under Management

Not reported

Total Clients

4

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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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.

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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percentage of assets

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

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David Perry’s Registration & Firm History

IL

08/04/2015 - Present

PR Wealth Management Group (EAST MOLINE IL)

IL

01/21/2015 - 10/13/2017

CAMBRIDGE INVESTMENT RESEARCH, INC. (EAST MOLINE IL)

IL

12/02/2004 - 01/28/2015

CETERA FINANCIAL SPECIALISTS LLC (EAST MOLINE IL)

FL

07/01/2004 - 12/03/2004

INTERSECURITIES, INC. (ST. PETERSBURG FL)

NJ

02/19/2004 - 05/11/2004

PRUCO SECURITIES, LLC. (NEWARK NJ)

MN

06/11/2002 - 01/28/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/11/2002 - 01/28/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/17/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Mark Perry.
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