Adviser and broker representative · First American Financial Advisors, Inc.
Perry D. Woolard
CRD 1158940 · Lee's Summit, MO
At a glance
Perry D. Woolard is an investment adviser representative with First American Financial Advisors, Inc. in Lee's Summit, MO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Perry’s SEC record dates to 2004, about 22 years ago. Perry is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- First American Financial Advisors, Inc.Since January 2004Lee's Summit, MO · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Perry’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.