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Amanda Christine Perry

Investment adviser representative at Cain, Watters & Associates, LLC
13 yearsExperience
1 stateRegistered in
$5BFirm assets
35 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.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

13 years in the industry.

  1. Cain, Watters & Associates, LLCFeb 2021 to now
  2. PricewaterhousecooperJan 2018 to Jan 2021
  3. UnemployedJun 2017 to Dec 2017
  4. Oklahoma State UniversityAug 2013 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (TX).

Cain, Watters & Associates, LLC

$5BAssets managed
3,397Clients
74Advisers
35 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
7562701
Firm CRD
111521
Advisor's SEC record (opens in a new tab)
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