Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Crudup Perry is a financial advisor with over 23 years of experience in the financial services industry. John has been registered with Columbia Management Investment Advisers, LLC since 2010. Prior to joining Columbia Management, John was a registered representative with Columbia Management Investment Distributors, Inc., BANC of America Capital Management, LLC, and Stephens Inc. John holds both Series 65 and Series 63 licenses and has passed the Series 7 and Series 24 exams. John is licensed to provide financial advice in 53 states and is a registered Investment Advisor Representative in 50 states. John's practice specializes in providing investment advice and asset management services to individuals, businesses, and institutional clients.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NC
09/25/2023 - Present
Columbia Management Investment Advisers, LLC (Charlotte NC)
NC
05/01/2010 - 09/20/2023
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (Charlotte NC)
NC
06/21/2004 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (CHARLOTTE NC)
NC
01/01/2003 - 06/21/2004
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
AR
07/17/2001 - 01/01/2003
STEPHENS INC. (LITTLE ROCK AR)
NJ
08/25/2000 - 07/30/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
IA
Issued 05/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Perry is the right advisor for you? Invested Better is here to help.
