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Michael Charles Perry

Retirement Advisors, LLC

Dallas, TX

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Current Employers
Retirement Advisors, Llc

17250 Dallas Parkway, Dallas, TX 75248 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-03-06
TX RA APPROVED 2019-03-14
  • LA RA
    APPROVED
    Since 2023-03-06
  • TX RA
    APPROVED
    Since 2019-03-14

Branch Locations

17250 Dallas Parkway, Dallas, TX 75248 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Emory Midtown Hospital Atlanta GA 06/2018 05/2022
Emory Midtown Hospital Atlanta GA 06/2016 06/2018
Retirement Advisors, Llc Dallas TX 01/2019 Present
Envision Healthcare Services Dallas TX 05/2022 Present
  • 06/2018 → 05/2022
    Emory Midtown Hospital
    Atlanta, GA
  • 06/2016 → 06/2018
    Emory Midtown Hospital
    Atlanta, GA
  • 01/2019 → Present
    Retirement Advisors, Llc
    Dallas, TX
  • 05/2022 → Present
    Envision Healthcare Services
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-14
  • S65 Uniform Investment Adviser Law Examination
    2019-03-14
Other Names
  • Chuck Perry

View on SEC IAPD

Other Firms

7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy
JONATHAN KENT LAWTON

Other Offices

7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX
CETERA INVESTMENT ADVISERS LLC · DALLAS, TX

More in Dallas, TX

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