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Garett Robert Perdue

Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

12 years in the industry.

  1. Raymond James Financial Services Advisors, Inc.Apr 2026 to now
  2. Raymond James Financial Services, Inc.Apr 2026 to now
  3. Equitable Advisors, LLCAug 2025 to Apr 2026
  4. UnemployedJun 2025 to Aug 2025
  5. Korn FerryJun 2024 to Aug 2024
  6. Volkart MayJun 2023 to Aug 2023
  7. University of St. ThomasSep 2022 to May 2025
  8. UnemployedJun 2022 to Sep 2022
  9. Pennsylvania State UniversityAug 2021 to May 2022
  10. Wayzata High SchoolAug 2017 to Jul 2021
  11. East Middle SchoolAug 2014 to Jul 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

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

Raymond James Financial Services Advisors, Inc

$390BAssets managed
508,439Clients
6,726Advisers
17 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
8152283
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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