Perryman Securities, Inc.
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 116502
- Registered since
- December 19, 2001
- Website
- billperryman.com
Firm profile
FINTRXOverview
Perryman Securities, Inc. is a corporation that has been SEC-registered since 2001 and is owned by an individual. Public records classify the firm as unclassified and disclose only a narrow set of regulatory attributes: it does not identify as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm has not provided detail about its advisory activities, client types, fee arrangements or investment approach in the materials supplied.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Steven Wachs
Partner, Chief Investment OfficerCRD 1025803
Contacts
3 of 7
Lynn Hebert
Financial Planning AssociateCRD 7408217

Roger Shake
Partner and Financial PlannerCRD 1302570

Ami Baxter
Financial PlanningCRD 7177635
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 12221 Merit Dr
- Time zone
- CT (UTC-6)
- Office locations
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