Perryman Securities, Inc.

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
116502
Registered since
December 19, 2001

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Steven Wachs

    Steven Wachs

    Partner, Chief Investment OfficerCRD 1025803

Contacts

3 of 7
  • Lynn Hebert

    Lynn Hebert

    Financial Planning AssociateCRD 7408217

  • Roger Shake

    Roger Shake

    Partner and Financial PlannerCRD 1302570

  • Ami Baxter

    Ami Baxter

    Financial PlanningCRD 7177635

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth