PPrivate Fund Data Log in Join · $37/mo

James Stephen Perryman

Shareholder, Chief Compliance OfficerPerryman Financial Advisory, Inc.CRD 4499887

About James Stephen Perryman

James Stephen Perryman is listed as Shareholder, Chief Compliance Officer at Perryman Financial Advisory, Inc. in Dallas, TX. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Perryman Financial Advisory, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Stephen Perryman work?

James Stephen Perryman is listed as Shareholder, Chief Compliance Officer at Perryman Financial Advisory, Inc. on SEC Form ADV.

How much of Perryman Financial Advisory, Inc. does James Stephen Perryman own?

Form ADV reports a beneficial ownership band of 25-50%.

Perryman Financial Advisory, Inc.

TitleShareholder, Chief Compliance Officer
Ownership25-50%
Control personYes
Since2014