John W Perdue

Employer firm

Wmg Financial Advisors, LLC CRD 285824

$694M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 12/2017
  Lincoln Financial Securities Corporation
  Knoxville, TN
• 04/2019 → Present
  Wmg Financial Advisors Llc
  Knoxville, TN
• 12/2013 → Present
  Wmg Financial Advisors Llc
  Knoxville, TN

Previous Registrations

• 2017-12-11 → 2019-05-04
  Concourse Financial Group Securities, Inc.
  Knoxville, TN
  Knoxville, TN
  Birmingham, AL
• 2014-02-26 → 2017-12-20
  Osaic Fs, Inc.
  Knoxville, TN

Other Businesses

WMG FINANCIAL ADVISORS LLC; Investment Related; Residence; Investment Advisory; VP Corporate Finance and Compliance & Investment Adviser; Start Date 12/2013; 160 hours per month, more or less, with the majority hours per month occurring during trading hours; Accounting, Compliance, and Client Services. >> POA; Investment Related; Residence; Other; Power of Attorney (POA); Start Date 01/2022; Minimal hours per month; I have power of attorney for my mother. >> WMG FINANCIAL SERVICES; Investment Related; Residence; Insurance; Producer; Start Date 07/2023; 2 hours per month with those 2 hours occurring during trading hours; Sales and service of insurance products including variable universal life products.

Exams

• S66 Uniform Combined State Law Examination
  2014-02-07
• S63 Uniform Securities Agent State Law Examination
  1999-07-26

Other Names

• John Wayne Perdue
• John Wayne Perdue