Christopher North Perry
Investment adviser representative at Commonwealth Financial Network
29 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$212.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Perry Financial StrategiesJul 2025 to now
- Commonwealth Financial NetworkMar 2001 to now
- Commonwealth Equity Services, Inc.Oct 1997 to now
- Webster Wealth AdvisorsFeb 2000 to Jul 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1997
State registrations
Registered as an investment adviser representative in 1 state (CT).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2949970
- Firm CRD
- 8032