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 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

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

    Partner, Chief Investment OfficerCRD 1025803

Contacts

3 of 7
  • Lynn Hebert

    Financial Planning AssociateCRD 7408217

  • ROGER SHAKE

    Partner and Financial PlannerCRD 1302570

  • AMI BAXTER

    Financial PlanningCRD 7177635

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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