Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Conley Perry is a financial advisor with over 25 years of experience in the industry. Vincent is registered as an investment advisor representative in Georgia, Maryland, North Carolina, Texas, and Virginia. Vincent works with individuals, families, businesses, and retirement plans. Vincent is a Certified Financial Planner and a Chartered Financial Consultant. Vincent works at Independent Advisor Alliance, LLC, an independent investment advisor firm. Vincent specializes in providing financial planning, portfolio management, and retirement planning 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
NC
08/01/2022 - Present
Independent Advisor Alliance, LLC (Raleigh NC)
NC
06/11/1997 - 06/15/2017
AMERIPRISE FINANCIAL SERVICES, INC. (RALEIGH NC)
MN
06/11/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/27/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Vincent Perry is the right advisor for you? Invested Better is here to help.
