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 organized as a corporation and has been SEC-registered since 2001. Ownership is listed as individual-controlled and the firm's classification in the source data is "unclassified," with limited detail on its specific business lines or client segments. The firm is not identified as a capital allocator, is not marked as an active ESG investor, and does not appear as a multistate adviser, newly formed adviser, pension consultant, or related adviser in the FINTRX snapshot.
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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