LeadIQ logo
Learn more at LeadIQ.com
Perryman Financial Advisory, Inc. logo

Perryman Financial Advisory, Inc. Employee Directory

Financial ServicesTexas, United States11-50 Employees

Perryman Financial Advisory, Inc. is a financial planning and investment firm based in Dallas, Texas. It serves a selective clientele that includes individuals, families, and business clients, helping them accumulate, preserve, and transfer wealth. The firm relies on a team of credentialed professionals to support clients in pursuing growth while considering tax implications.

Within the financial services industry, the practice positions itself as a local advisory resource that combines planning and investment management to meet clients' wealth needs. Described as a mid-sized firm, it focuses on delivering personalized guidance and tailored wealth management. The information indicates a focus on customized financial planning and investment advice for its clients.

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

Perryman Financial Advisory, Inc. Global Highlights

Location
Employees

North America
12

Minus sign iconPlus sign icon
  • United States Of America
    12

Perryman Financial Advisory, Inc.'s Leadership

  • Stylized image of a person
    J. G.
    Financial Advisor And Investment Manager
    Mobile Phone
  • Stylized image of a person
    A. L.
    Operations
    Mobile Phone

Perryman Financial Advisory, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Other

Contact profiles from Perryman Financial Advisory, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. G.
    Financial Advisor And Investment Manager
    Mobile Phone
    Jan 30, 2026
  • Stylized image of a person
    A. L.
    Operations
    Mobile Phone
    Jun 25, 2026

Frequently Asked Questions

What is Perryman Financial Advisory, Inc. known for?

Minus sign iconPlus sign iconPerryman Financial Advisory, Inc. operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconPerryman 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?

Minus sign iconPlus sign iconPerryman Financial Advisory, Inc. has approximately 18 employees as of August 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • Financial Advisor And Investment Manager: J. G.
  • Operations: A. L.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.