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Robert Montgomery Perry

PFG Private Wealth Management, LLC

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About Robert Montgomery Perry

Robert Montgomery Perry is a financial advisor with PFG Private Wealth Management, LLC. Robert has been a registered representative since 1982. Robert holds the following licenses: Series 6, 7, 22, 63 and SIE. Robert is also a Chartered Financial Consultant. Robert is an independent insurance agent and is a board member of the Tampa Bay Baptist Foundation.

Firm Information

Robert Perry is currently registered with PFG Private Wealth Management, LLC. PFG Private Wealth Management, LLC is a registered investment advisor headquartered in Lutz, Florida. The firm provides financial planning, pension consulting, and educational seminars. They manage portfolios for individuals and high-net-worth individuals, and their regulatory assets under management total $203,731,251.
PFG Private Wealth Management, LLC

18572 N. DALE MABRY HWY

LUTZ, FL 33548

$203.73M

Assets Under Management

2

Total Clients

7

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Perry’s Registration & Firm History

FL

04/26/2016 - Present

PFG Private Wealth Management, LLC (LUTZ FL)

FL

04/01/2016 - 04/28/2017

MUTUAL SECURITIES, INC. (Lutz FL)

FL

11/25/2009 - 04/06/2016

CAMBRIDGE INVESTMENT RESEARCH, INC. (Lutz FL)

FL

02/18/1983 - 11/30/2009

MML INVESTORS SERVICES, INC. (TAMPA FL)

NA

08/30/1982 - 01/02/1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

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Licenses & Designations

BC

Issued 03/24/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/2004

Series 7 - General Securities Representative Examination

BC

Issued 10/09/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 07/12/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Montgomery Perry.
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