Broker Check
 

 
 
 
 
 
 

 
Perry D. Dougherty, CFP® | Founding Partner

Perry D. Dougherty, CFP® | Founding Partner

Financial Consultant

Perry began his financial services career in 1991. Through LPL Financial, he holds the securities registrations 7, 31, 63, and Series 24 General Securities Principal. He is a CERTIFIED FINANCIAL PLANNER™ Professional and is a member and past president of the local chapter of Financial Planners Association.  He is a graduate of Asbury College, with a Bachelor of Arts in Business Management.  Perry is committed to assisting clients with family wealth management strategies, which includes income planning and distribution as well as gifting and tax management, to preserve and transfer wealth to the next generation. He has lived in the Baton Rouge area for over 23 years, with his wife, Julianna, and three sons, Aaron, Harrison & Jacob. He is a member of Chapel on the Campus. He is an Eagle Scout and is Leader of Cub Scout Pack 205 and Merit Badge counselor of Boy Scout Troop 205 at Parkview Baptist Church.