Michael Charles Perry
Investment adviser representative at Retirement Advisors, LLC
10 yearsExperience
2 statesRegistered in
$186.4MFirm assets
18 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Envision Healthcare ServicesMay 2022 to now
- Retirement Advisors, LLCJan 2019 to now
- Emory Midtown HospitalJun 2016 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Retirement Advisors, LLC
$186.4MAssets managed
69Clients
3Advisers
18 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
- 7059818
- Firm CRD
- 147701