Since 2001, Jimmy Perryman has been working in Perryman Financial Advisory, Inc situated 104, 104. Jimmy is a qualified Portfolio Management & Comprehensive Financial Advisor | Certified Financial Planner™ with over 24 years of work experience. According to Jimmy's CV and work profile, this person has worked at more than two companies with diverse backgrounds and gained various skills. Jimmy attended school at the Abilene Christian University from 1991 to 1995. Jimmy can be found in Dallas, Texas – where this person is currently located. You can search for this professional's email address and phone. We can also provide you with detailed contact information upon request.
Name variants:
James Perryman
Last updated May 27, 2024
Contact Information
Last Update
Jul 7, 2022
Email
jp**@billperryman.com
Location
Dallas, TX
Workplace
Portfolio Management & Comprehensive Financial Advisor | Certified Financial Planner™
Industry
Financial Services
Colleagues
Work History
Portfolio Management & Comprehensive Financial Advisor | Certified Financial Planner™
Dallas, TX
Perryman Financial Advisory is a Dallas-based financial planning and investment firm serving a select number of individuals, families, and businesses. Our mission is to serve as a trusted a...
from May 2001
Alternative Investment Manager | Wealth Management & Financial Advisor | Financial Consultant in TX
Dallas, TX
from 2001
Education
1991 — 1995
1988 — 1991
Occupations
Financial Broker
Certified Financial Planner
Financial Consultant
Advisor
Accountant
Finance and Accounting Specialist
Executive
Manager
Puchasing and Estimating Manager
Financial Manager
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Wealth Management
Portfolio Management
Life Insurance
Education Planning
Retirement Planning
Investment Management
Financial Planning
Wealth
Investments
Financial Advisory
Estate Planning
College Funding Planning
High Net Worth Individuals
Holistic Financial Planning
Independent Financial Advice
FAQs about Jimmy Perryman
What is the main profession of Jimmy Perryman?
Jimmy is a Shareholder and Certified Financial Plannerâ.
What are the main profession of The expert?
These person's professions are Financial Broker and Certified Financial Planner
Where does Jimmy Perryman currently live?
Jimmy lives in Dallas, Texas.
Does the professional have the email address?
jp**@billperryman.com is The professional's email address.
Where did Jimmy Perryman work?
Jimmy Perryman worked at Perryman Financial Advisory, Inc., Perryman Financial Advisory, Inc..
What education does Jimmy Perryman have?
Jimmy studied at the Abilene Christian University from 1991 to 1995.
What are the awards Jimmy Perryman ever received?
Jimmy received awards and these awards are: Selected as “One of the Best Financial Planners in Dallas” in 2004, 2008, 2010 and 2012. - D Magazine and Officer - Addison Rotary Club.
What is the industry that Jimmy Perryman worked in?
This person works in Financial Services industry.