Brent Perry Email & Phone Number
President and Personal Financial Planner
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Brent Perry Location
- Indianapolis, IN, US
Brent Perry Work
- President and Personal Financial Planner @ Piedmont Financial Advisors (December 2006 - Present)
- Investment Advisor Representative @ Sherman & Armbruster (August 2004 - December 2006)
- Securities Accounting Associate @ (August 2003 - April 2004)
- Senior Reporting Analyst @ (March 2000 - August 2003)
- Investment Accounting Analyst @ (July 1998 - March 2000)
- Business Manager @ Youth Action Community Council (July 1997 - July 1998)
Brent Perry Education
- College for Financial Planning 2005-2006
- Indiana University - Kelley School of Business
Bachelor of Science (Finance)
1993-1997
Brent Perry Skills
- Financial Advisory
- Personal Finance
- Investments
- Retirement
- Asset Allocation
- Retirement Planning
- Financial Planning
Brent Perry Summary
- Brent Perry, based in Indianapolis, IN, US, is currently a President and Personal Financial Planner at Piedmont Financial Advisors. Brent Perry brings experience from previous roles at Sherman & Armbruster, Nn Investment Partners, 40|86 Advisors and Cno Financial Group. Brent Perry holds a 2005 - 2006 College for Financial Planning. With a robust skill set that includes Financial Advisory, Personal Finance, Investments, Retirement, Asset Allocation and more. Brent Perry has 1 mobile phone numbers on RocketReach.
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