Samuel James Perry
Investment adviser representative at Retirement Advisors, LLC
10 yearsExperience
1 stateRegistered 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.
- Retirement Advisors, LLCSep 2024 to now
- Lockheed Martin AeronauticsMay 2019 to now
- Texas A&m UniversityAug 2018 to May 2019
- Delta Air LinesMay 2018 to Aug 2018
- Texas A&m UniversityAug 2017 to May 2018
- Pine Cove Christian CampsMay 2017 to Aug 2017
- Texas A&m UniversityAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7969530
- Firm CRD
- 147701