Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Willard Perry is a financial advisor with over 40 years of experience. Frank Willard Perry is registered with Raymond James Financial Services Advisors, Inc. and currently works in the McKinney, TX branch office. Frank Willard Perry's previous employers include EDWARD JONES, CULLUM & BURKS SECURITIES, INC., BROKERS TRANSACTION SERVICES, INC., FIRST USA CAPITAL MARKETS, INC., BURFORD, PERRY & CO. INC., SOUTHWEST SECURITIES, INC., SHEARSON LEHMAN HUTTON INC., and SALOMON BROTHERS INC.. Frank Willard Perry is a Certified Financial Planner and offers a wide range of financial services to individuals and businesses including financial planning, pension consulting, and educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
08/16/2011 - Present
Raymond James Financial Services Advisors, Inc. (MCKINNEY TX)
TX
09/27/2001 - 08/09/2011
EDWARD JONES (MCKINNEY TX)
TX
07/09/2001 - 09/26/2001
CULLUM & BURKS SECURITIES, INC. (DALLAS TX)
TX
10/30/1998 - 11/11/1998
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
TX
04/04/1995 - 12/09/1996
FIRST USA CAPITAL MARKETS, INC. (DALLAS TX)
NA
02/14/1994 - 03/07/1995
BURFORD, PERRY & CO. INC.
TX
01/24/1994 - 04/12/1994
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
TX
10/30/1990 - 01/19/1994
SOUTHWEST SECURITIES, INC. (DALLAS TX)
TX
06/02/1988 - 10/29/1990
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
NA
12/08/1987 - 06/22/1988
SHEARSON LEHMAN HUTTON INC.
NA
11/26/1976 - 05/08/1987
SALOMON BROTHERS INC.
NA
06/25/1975 - 12/12/1976
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
BOTH
Issued 11/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/07/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/14/1978
Series 40 - Registered Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/14/1991
PC - AMEX Put and Call Exam
BC
Issued 09/10/1985
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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