What departments does Perryman Financial Advisory, Inc. have?

Perryman Financial Advisory, Inc. has employees across 3 departments including Finance, Operations, Community & Social Services.

What is the largest department at Perryman Financial Advisory, Inc.?

The largest department at Perryman Financial Advisory, Inc. is Finance with 4 employees.

Where are Perryman Financial Advisory, Inc. employees located globally?

Perryman Financial Advisory, Inc. has employees across 1 continents and 1 countries including United States Of America.

How has Perryman Financial Advisory, Inc.'s team size changed over time?

Perryman Financial Advisory, Inc.'s team has remained stable from approximately 11 to 11 employees based on available data.

Perryman Financial Advisory, Inc. Employee Directory

Financial ServicesTexas, United States11-50 Employees

Perryman Financial Advisory is a Dallas-based financial planning and investment firm serving a select number of individuals, families, and businesses. Our mission is to serve as a trusted advisor for our clients as they accumulate, preserve, and transfer their wealth. 

According to Perryman Financial Advisory, the role of a financial advisor is to identify and implement the most effective ways to build, manage, grow and preserve your wealth.  Perryman Financial Advisory clients enjoy the benefits of combined of credentialed, experienced professionals.  This blend of knowledge offers clients the ability to maximize grown potential and maximize and minimize tax implications.

Find Perryman Financial Advisory, Inc. employees' phone numbers or email addresses

Perryman Financial Advisory, Inc. Global Highlights

North America
10

United States Of America
10

Perryman Financial Advisory, Inc.'s Leadership

D. K. O.
Cfo, Cpa, Cfp
Mobile Phone
Email
P. S.
Director Of Operations
Mobile Phone
Email
J. G.
Financial Advisor And Investment Manager
Mobile Phone
Email
J. M.
Executive Assistant And Community Relations Specialist In The Technology Manager
Mobile Phone
Email
A. B.
Cfp
Mobile Phone
Email
J. H.
Administrative Assistant
Mobile Phone
Email
A. L.
Operations
Mobile Phone
Email
L. H.
Financial Planner
Mobile Phone
Email

Perryman Financial Advisory, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Perryman Financial Advisory, Inc.

Name

Title

Contact Info

Location

Last Update

D. K. O.
Cfo, Cpa, Cfp
Mobile Phone
Email
United StatesTexas
Oct 17, 2025
P. S.
Director Of Operations
Mobile Phone
Email
United StatesTexas
Feb 17, 2026
J. G.
Financial Advisor And Investment Manager
Mobile Phone
Email
Jan 30, 2026
J. M.
Executive Assistant And Community Relations Specialist In The Technology Manager
Mobile Phone
Email
UNITED STATES
May 12, 2025
A. B.
Cfp
Mobile Phone
Email
United StatesTexas
Oct 06, 2025
J. H.
Administrative Assistant
Mobile Phone
Email
United StatesTexas
Aug 01, 2025
A. L.
Operations
Mobile Phone
Email
Oct 17, 2025
L. H.
Financial Planner
Mobile Phone
Email
United StatesTexas
Sep 18, 2024
J. P.
Shareholder And Certified Financial Planner™
Mobile Phone
Email
United StatesTexas
Apr 07, 2026
D. O.
Childrens Area Coordinator
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Perryman Financial Advisory, Inc. known for?

Perryman Financial Advisory, Inc. operates in the Financial Services industry. The company's main headquarters is located in 12221 Merit Drive Suite 1660 Dallas, Texas 75251 United States; you can contact the main corporate office by phone at

+1-972-770-****

. Explore Perryman Financial Advisory, Inc.'s company overview page for more information.

What is Perryman Financial Advisory, Inc.'s most common email format?

Perryman Financial Advisory, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Perryman Financial Advisory, Inc. email formats with LeadIQ.

How many employees does Perryman Financial Advisory, Inc. have currently?

Perryman Financial Advisory, Inc. has approximately 16 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Perryman Financial Advisory, Inc.'s key employees and leadership?

As of April 2026, Perryman Financial Advisory, Inc.'s key employees include:

Cfo, Cpa, Cfp: D. K. O.
Director Of Operations: P. S.
Financial Advisor And Investment Manager: J. G.
Executive Assistant And Community Relations Specialist In The Technology Manager: J. M.
Cfp: A. B.

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