Advisor at OSAIC Institutions, INC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
OSAIC Institutions, INC.
Location
Eden, NC 27288
Credentials
Series 63, Series 66
Industry experience
6 years
Justin Perri is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 66 licenses and has six years of industry experience. His prior roles include positions at HomeTrust Bank, Wells Fargo, First Horizon Bank, and SunTrust Bank. Outside of his advisory work, Perri serves as a board member and volunteer for Kidz Dreamz Klub, which provides affordable after-school and summer camp programs for youth, and he is also a board member of the Lexington Kiwanis Club. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm’s advisory approach combines fundamental and technical analysis and features a predominance of non-discretionary assets, supported by extensive banking and credit union networks.
Based on OSAIC Institutions, INC.
Fixed or flat fees for financial planning and consulting services up to $25,000 or more for high net worth individuals.
$0+: Up to 2.50%, negotiable (maximum advisory fee) for customized advisory services $0+: Up to 1.25% for ERISA plan services, negotiable $10,000+: Minimum for AMP wrap fee program $5,500+: Minimum for UMA wrap fee program
Commissions earned by IARs when selling securities or insurance products as broker-dealer representatives; may receive trail fees and other compensation.
Hourly fees generally range from $50 to $750 per hour for financial planning and consulting services.
Minimum fee: Fixed or flat fees for financial planning and consulting services generally range up to $25,000, can exceed for high net worth individuals; hourly fees generally range from $50 - $750 per hour, not exceeding $25,000 annually. Fee-only: Financial planning and consulting services offered for fixed fees or hourly charges; no commissions charged for these advisory services.
106 South Van Buren Road
Eden, NC 27288
North Carolina
HomeTrust Bank
2021 - Present (5 years)
OSAIC Institutions, Inc. (formerly Infinex Investments, Inc.)
2021 - Present (5 years)
Wells Fargo Bank, NA
2021 - 2021 (1 year)
Wells Fargo Clearing
2021 - 2021 (1 year)
First Horizon Bank
2020 - 2021 (1 year)
suntrust Bank
2018 - 2020 (2 years)
Suntrust Investment Services INC
2018 - 2020 (2 years)
SunTrust Bank
2016 - 2018 (2 years)
SunTrust Bank
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Reidsville, NC
Lincoln Investment
Series 63, Series 65
Mayodan, NC
OSAIC Institutions, INC.
Series 63, Series 65
Madison, NC
Credit Union Investment Services
Series 63, Series 65
Reidsville, NC
Credit Union Investment Services
CFP®, Series 63, Series 65
Madison, NC
First Citizens Investor Services, Inc.
Series 66
Eden, NC
Credit Union Investment Services
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