PERRY, JAMES, MICHAEL

B58

IAR CRD 1189342·Industry start 1984-11-16

Identity

Legal name

PERRY, JAMES, MICHAEL

CRD

1189342

NPN

—

Career

Previous employments

WFG INVESTMENTS, INC.2009-08-27

AIG RETIREMENT ADVISORS, INC.1998-03-16

Current branches

KEEL POINT CAPITAL, LLC

KEEL POINT, LLC

Designations

—

Education

—

BrokerCheck signals

Industry start

1984-11-16

Est. age

64

Age confidence

—

Est. birth year

1962

BC active

Yes

IA active

Yes

Disclosures

No

Private residence

Yes

Firm affiliations

1

KEEL POINT, LLC

IAR · Executive Officer · 2.5% ownership