James Perry, CFP
Charles Schwab
Certified Financial Planner in Phoenix, AZ
https://client.schwab.com/public/consultant
Address:2423 E Lincoln Dr
Phoenix, AZ 85016
About James Perry
James Perry is a financial professional at Charles Schwab located in Phoenix, Arizona. James Perry holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
James Perry provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
James Perry2423 E Lincoln Dr
Phoenix, AZ 85016
Phone Number:
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Website:
https://client.schwab.com/public/consultant?fc=james.perry
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