Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Adam Perry is a financial advisor based in Atlanta, Georgia. Roger has been working in the industry since September 24, 2008. Roger is currently registered with Truist Advisory Services, Inc. and has been with the firm since September 30, 2022. Roger has a wide range of experience, having previously worked with Truist Investment Services, Inc., VALIC Financial Advisors, Inc., Woodbury Financial Services, Inc., Royal Alliance Associates, Inc., SagePoint Financial, Inc., and FSC Securities Corporation. Roger specializes in providing financial planning, portfolio management for businesses and individuals, and publication of periodicals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
GA
09/30/2022 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
11/09/2016 - 09/19/2022
TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)
TX
08/12/2015 - 10/07/2015
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
MN
08/12/2015 - 10/07/2015
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
AZ
09/24/2012 - 10/07/2015
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
09/24/2012 - 10/07/2015
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
08/16/2007 - 10/07/2015
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 08/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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