Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry James Johnson is a financial professional with over 10 years of experience in the financial services industry. Perry is a Certified Financial Planner™ professional and holds Series 6, 7, 63 and 65 licenses. Perry's previous experience includes working with Trilogy Financial Services, National Planning Corporation, LPL Financial LLC, and Cetera Advisor Networks LLC. Perry is currently registered as an investment advisor representative with Sovran Advisors, LLC in California and Texas. Perry provides financial planning and asset management services to individuals, families, and small businesses. Perry has a strong commitment to helping clients achieve their financial goals and is dedicated to providing personalized service.
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.
Personalized portfolio management to meet individual financial objectives.
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
CA
02/19/2025 - Present
Sovran Advisors, LLC (Pasadena CA)
CA
03/27/2012 - 11/29/2017
NATIONAL PLANNING CORPORATION (WEST COVINA CA)
NJ
09/21/1994 - 03/08/1995
FIRST INVESTORS CORPORATION (EDISON NJ)
CO
08/22/1994 - 09/12/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 05/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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