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Debra Grewell Perry

Invicta Capital LLC

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About Debra Grewell Perry

Debra Grewell Perry has been in the financial industry for over 20 years. Currently, Debra is registered with Invicta Capital LLC. Previously, Debra has also held licenses with PROEQUITIES, INC. and LPL FINANCIAL LLC. Debra is licensed in Ohio and holds the Series 6 and Securities Industry Essentials Examination licenses.

Firm Information

Debra Perry is currently registered with Invicta Capital LLC. Invicta Capital LLC is a Limited Liability Company formed in 2010. The firm is registered in 31 states and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

33

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.

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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Debra Perry’s Registration & Firm History

OH

10/04/2019 - Present

Invicta Capital LLC (Worthington OH)

OH

05/08/2012 - 10/22/2019

PROEQUITIES, INC. (WORTHINGTON OH)

OH

12/20/2002 - 02/22/2011

LPL FINANCIAL LLC (WEST CHESTER OH)

MA

10/09/2002 - 12/20/2002

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Debra Grewell Perry.
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