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 registered with the SEC since 2001 and is organized as a corporation under individual ownership. FINTRX classifies the firm as unclassified and flags that it does not operate as a capital allocator. The database indicates the firm is not an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser. The firm has not provided detail in FINTRX about its client segments, fee structure, advisory activities or core business lines, so public-facing information on its investment mandate, target clients, or service mix is minimal.

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

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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