Chad PerryFinancial Advisor
Phone: 830-626-5554 Chad Perry began his financial career with the Principal Financial Group working in San Antonio, New Braunfels, and Austin. He has worked with CPAs over the past few years, assisting in the planning for client's financial and retirement goals. Chad has successfully completed the FINRA series 6, 63 and 65 examinations and is a Registered Representative of Lincoln Financial Securities. In addition he is licensed for Life and Health Insurance and Variable Contracts in Texas. Chad is in the process of obtaining the CERTIFIED FINANCIAL PLANNERTM designation. Chad graduated from Southern Nazarene University and is completing graduate school through Kansas State University. He holds FINRA Series 6, 63, and 65 securities licenses and is a Life, Accident, and Health Insurance agent. Chad, his wife Lisa, and their two children reside in New Braunfels, Texas.
You can send an e-mail to Chad by clicking here.
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5601 Granite Parkway, Suite 890 Phone: 866-834-1040 |
Securities offered through registered representatives of Lincoln Financial Securities Corporation, Member SIPC to residents of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV & WY. Advisory services offered through representatives of Level Four Advisory Services, LLC to residents of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV & WY. Insurance services offered through representatives of Level Four Insurance Services, LLC. The Level Four companies and Lincoln Financial Securities are separate entities.