David Mark Perry
Investment adviser representative at Pr Wealth Management Group
11 yearsExperience
2 statesRegistered in
$164.9MFirm assets
5 yearsFirm in business
Are you David Mark Perry? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Forum Financial Management, LPAug 2026 to now
- Purshe Kaplan Sterling Investments, Inc.Sep 2017 to now
- Pr Wealth Management GroupAug 2015 to now
- Pr Wealth Managment Group, Inc.Jan 2015 to now
- Cambridge Investment Research, IncJan 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (IA, IL).
Pr Wealth Management Group
Legal name: Pr Wealth Management Group, Inc.
$164.9MAssets managed
460Clients
5Advisers
5 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
- 4529490
- Firm CRD
- 173711