Edward Matthew Perry

Current Employers

Employment History

• 08/2017 → 12/2020
  Waddell & Reed, Inc.
  Grand Rapids, MI
• 10/2014 → 08/2017
  Matthew William Cinco Of Waddell & Reed, Inc.
  Grand Rapids, MI
• 06/2018 → 12/2020
  W & R Insurance Agency, Inc.
  Grand Rapids, MI
• 11/2017 → 12/2020
  Grandville Group Llc
  Grandville, MI
• 01/2021 → 02/2024
  Advize Wealth Management, Pllc
  Grand Rapids, MI
• 03/2022 → 03/2022
  Wealthsource Partners, Llc
  Grand Rapids, MI
• 03/2024 → Present
  Lifepoint Planning
  Bloomfield Hills, MI

Previous Registrations

• 2021-02-05 → 2024-02-20
  Advize Wealth Management
  Grand Rapids, MI
  Rochester, MI
• 2022-03-07 → 2022-03-28
  Wealthsource®
  Grand Rapids, MI
• 2018-05-04 → 2021-01-08
  Waddell & Reed
  Grandville, MI
  Hamden, CT

Other Businesses

Insurance Agency Affiliations Ted Perry is also a licensed insurance professional. Implementations of insurance recommendations are separate and apart from Mr. Perry's role with LifePoint Planning. As an insurance professional, Mr. Perry will receive customary commissions and other related revenues from the various insurance companies whose products are sold. Mr. Perry is not required to offer the products of any particular insurance company. Commissions generated by insurance sales do not offset regular advisory fees. This practice presents a conflict of interest in recommending certain products of the insurance companies. Clients are under no obligation to implement any recommendations made by Mr. Perry or the Advisor.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-04

Other Names

• Ted Matthew Perry
• Teddy Matthew Perry