JAMES N PERRY

C5

IAR CRD 6928312·Industry start 2020-12-02

Identity

Legal name

JAMES N PERRY

CRD

6928312

NPN

—

Career

Previous employments

LPL FINANCIAL LLC2023-01-30

NATIXIS DISTRIBUTION, LLC2019-07-06

Current branches

—

Designations

—

Education

—

BrokerCheck signals

Industry start

2020-12-02

Est. age

28

Age confidence

—

Est. birth year

1998

BC active

No

IA active

Yes

Disclosures

No

Private residence

No

Firm affiliations

2

UWHARRIE INVESTMENT ADVISORS, INC.

COHEN INVESTMENT ADVISORS, LLC