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 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
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
Lynn 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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