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 is held by an individual owner. Public information about the firm’s business model is limited: key items such as client types, fee arrangements, and specific advisory activities are not disclosed. The firm is classified as "Unclassified" in available data and is not listed as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset indicates the firm is not newly formed. Given the sparse disclosure, there is little visibility into investment strategy, target client segments, or service lines beyond the firm’s corporate structure and owner type. Practitioners seeking to evaluate Perryman Securities, Inc. should anticipate the need to obtain direct, firm-supplied materials or regulatory filings for detail on offerings, target clientele, and investment approaches.
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
Similar firms
Commerce Street Capital, LLC
Broker-DealerDallas, TX
Valkyrie Equities Corporation
Broker-DealerDallas, TX
Capis
Broker-DealerDallas, TX
Prospera Financial Services, Inc.
Broker-DealerDallas, TX
Brown and Brown Securities, Inc.
Broker-DealerDallas, TX
Nexpoint Securities, Inc.
Broker-DealerDallas, TX