James Stephen Perryman
Investment adviser representative at Perryman Financial Advisory, Inc.
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm 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
Experience
25 years in the industry.
- Perryman Securities, Inc.Apr 2002 to now
- Perryman Financial Advisory, Inc.May 2001 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 1 state (TX).
Perryman Financial Advisory, Inc.
$1BAssets managed
526Clients
8Advisers
31 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
- 4499887
- Firm CRD
- 107653