Chase Perry

from Beaird Harris
SEC regulated
Regulated Investment Advisor
Chase Perry is a financial advisor based in Texas, Dallas, with 16 years of experience. Chase currently works for Beaird Harris. Chase maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Chase Perry works at Beaird Harris
Beaird Harris is a financial advisory firm based in Dallas, Texas. It currently has approximately $1,379,509,444 of assets under management and employs about 19 people. Beaird Harris uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
7 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
12221 Merit Dr, Ste 750, Dallas, Texas, 75251

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