Perry William Gaddis
Investment adviser representative at Mcqueen Financial Advisors Ii, Inc.
12 yearsExperience
1 stateRegistered in
$10.1BFirm assets
26 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Mcqueen Financial Advisors Ii, Inc.Oct 2020 to now
- Mcqueen Financial Advisors, IncOct 2020 to now
- Atos Syntel IncMay 2014 to Oct 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
Mcqueen Financial Advisors Ii, Inc.
$10.1BAssets managed
123Clients
2Advisers
26 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
- 7796056
- Firm CRD
- 109325