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 an SEC-registered corporate adviser that first registered in 2001. The firm is individually owned and is classified in the source data as "unclassified." According to the available disclosures, Perryman Securities does not act as a capital allocator and is not an active ESG investor. It is not reported as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser.
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
James Perryman
Certified Financial PlannerCRD 4499887
Ami Baxter
Financial PlanningCRD 7177635
Jennifer Grant
Financial Advisor, Investment ManagerCRD 6677103
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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