Jimmy Perryman

Jimmy Perryman

Perryman Financial Advisory, Inc.

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $250,000

Minimum client income required: $100,000

Title: CFP

Offering advice since: 2001

Areas of focus:

  • Annuities
  • Educational Planning
  • Insurance (risk management, disability insurance)
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds

Further information about Jimmy Perryman:

Perryman Financial Advisory is an independent financial services company based in Dallas, Texas. Jimmy advises clients in the areas of portfolio management and comprehensive financial planning. He was selected by D Magazine as one of "The Best Financial Planners in Dallas" in 2004 and 2008. Jimmy's advice has appeared in publications such as The Dallas Morning News and Money Magazine.

A native of Oklahoma, Jimmy graduated from Abilene Christian University with a degree in Financial Management. He currently serves on the Board of Directors of the DFW Financial Planning Association and is a member of the Addison Rotary Club.

Jimmy lives in Dallas with his wife and their two children. He enjoys playing golf, watching the Sooners, and spending time with his family.

Compensation and Fee Structures:

Percentage of assets under management

Licenses, Certifications & Affiliations:

Certified Financial Planner Insurance License Series 7 & 63

Education:

BBA, Abilene Christian University, 1995

Will provide references upon request?

Yes


Further information about Perryman Financial Advisory, Inc.:

Perryman Financial Advisory, Inc.

(Size of firm: 0-9 advisors)

Perryman Financial Advisory, an independent financial services company, offers an array of services designed to address the primary areas of personal and business financial management including estate planning, risk management, and income tax and cash flow planning.

Because we coordinate the efforts of the advisory team (CPA, attorney, etc.) in these areas, clients benefit from an integrated, systematic approach to financial management.


Contact Information for Jimmy Perryman

Phone: (972) 770-4800
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Fax: (972) 770-4888

Address for Jimmy Perryman:
Suite 1725
12221 Merit Drive
Dallas, TX, 75251

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