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Jeffrey Douglas Perry

President/Ceo/Chief Compliance OfficerPfg Private Wealth Management, LLCCRD 3109224

About Jeffrey Douglas Perry

Jeffrey Douglas Perry is listed as President/Ceo/Chief Compliance Officer at Pfg Private Wealth Management, LLC in Lutz, FL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Pfg Private Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Douglas Perry work?

Jeffrey Douglas Perry is listed as President/Ceo/Chief Compliance Officer at Pfg Private Wealth Management, LLC on SEC Form ADV.

How much of Pfg Private Wealth Management, LLC does Jeffrey Douglas Perry own?

Form ADV reports a beneficial ownership band of Over 75%.

Pfg Private Wealth Management, LLC

TitlePresident/Ceo/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2015
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