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 an individual rather than a firm or institutional owner, and the firm is categorized as "unclassified" in the available dataset. Reported firm attributes indicate Perryman Securities is not a capital allocator, does not identify as an active ESG investor, and is not registered as a multistate or newly formed adviser. The record also notes the firm is not a pension consultant and is not labeled a related adviser. The firm did not provide detail to FINTRX on business activities, advisory services, investment preferences, or affiliations. That absence of disclosed strategy and client-type information limits what can be said about how the firm positions itself in the wealth- or asset-management market.
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 1STEVEN WACHS
Partner, Chief Investment OfficerCRD 1025803
Contacts
3 of 7Lynn 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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