Jeff Perry

Amministratore Delegato presso PFG Private Wealth Management LLC

Finance

Consumer Services

Profilo

Mr. Jeffrey D.
Perry is a President & Chief Executive Officer at PFG Private Wealth Management LLC.
He is also responsible for the development and implementation of the firm’s investment strategy and building and managing client portfolios.
Prior to joining PFG Private Wealth Management, he spent four years at NationsBank as an associate and one year with Hinrichs Financial Group in Charlotte, NC.
He received his undergraduate degree from Wake Forest University.
Mr. Perry's professional designations include Certified Investment Management Analyst (CIMA), Accredited Investment Fiduciary (AIF), Certified Fund Specialist (CFS) and Board Certified in Securities (BCS).

Posizioni attive di Jeff Perry

Società	Posizione	Inizio
PFG Private Wealth Management LLC PFG Private Wealth Management LLC Investment ManagersFinance PFG Private Wealth Management LLC (PFGPWM) is an independent registered investment advisor and wealth management firm headquartered in Lutz, Florida. PFGPWM provides its wrap fee program services to individuals, corporations or business entities, and pension plans.	Amministratore Delegato	01/12/2015

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Precedenti posizioni note di Jeff Perry

Società	Posizione	Fine
Banc of America Capital Management LLC	Corporate Officer/Principal	01/07/1999

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Formazione di Jeff Perry

Wake Forest University

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

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Società collegate

Aziende private	2
Banc of America Capital Management LLC	Finance
PFG Private Wealth Management LLC PFG Private Wealth Management LLC Investment ManagersFinance PFG Private Wealth Management LLC (PFGPWM) is an independent registered investment advisor and wealth management firm headquartered in Lutz, Florida. PFGPWM provides its wrap fee program services to individuals, corporations or business entities, and pension plans.	Finance

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