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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn W. Perdue is an investment advisor representative at WMG Financial Advisors, LLC. John has been in the financial services industry since 1999. John holds the Series 63 and Series 66 licenses and has been registered with the state of Tennessee since 2019. John has experience in various financial services, including investment advisory, insurance, and accounting. At WMG, John primarily focuses on investment advisory services for high-net-worth individuals, pension and profit-sharing plans, and pooled investment vehicles. John also provides consulting services.
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.
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.
Consulting
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.
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2
TN
05/06/2019 - Present
WMG Financial Advisors, LLC (KNOXVILLE TN)
TN
06/13/2023 - 09/05/2023
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (Athens TN)
TN
12/08/2017 - 06/21/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (KNOXVILLE TN)
TN
01/21/2014 - 12/20/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (KNOXVILLE TN)
WI
05/04/1999 - 12/31/1999
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 02/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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