V Conley Perry, Cfp®, Chfc®, Apma®
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V Conley Perry, Cfp®, Chfc®, Apma® Email & Phone Number

Private Wealth Advisor at Socratic Wealth Advisors
Location: Raleigh, North Carolina, United States 2 work roles 2 schools
1 work email found @socraticwealthadvisors.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email a****@socraticwealthadvisors.com
LinkedIn Profile matched
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Current company
Socratic Wealth Advisors
Role
Private Wealth Advisor
Location
Raleigh, North Carolina, United States
Company size
8 employees

Who is V Conley Perry, Cfp®, Chfc®, Apma®? Overview

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Quick answer

V Conley Perry, Cfp®, Chfc®, Apma® is listed as Private Wealth Advisor at Socratic Wealth Advisors, a with 8 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at socraticwealthadvisors.com and a matched LinkedIn profile for V Conley Perry, Cfp®, Chfc®, Apma®.

V Conley Perry, Cfp®, Chfc®, Apma® previously worked as Financial Advisor at Ameriprise Financial Services, Inc.. V Conley Perry, Cfp®, Chfc®, Apma® holds Bachelor Of Science (B.S.), Finance, General from University Of North Carolina At Wilmington.

Company email context

Email format at Socratic Wealth Advisors

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*@socraticwealthadvisors.com
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AeroLeads found 1 current-domain work email signal for V Conley Perry, Cfp®, Chfc®, Apma®. Compare company email patterns before reaching out.

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Profile bio

About V Conley Perry, Cfp®, Chfc®, Apma®

V Conley Perry, Cfp®, Chfc®, Apma® is a Private Wealth Advisor at Socratic Wealth Advisors.

Current workplace

V Conley Perry, Cfp®, Chfc®, Apma®'s current company

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Socratic Wealth Advisors
Socratic Wealth Advisors
Private Wealth Advisor
raleigh, north carolina, united states
Website
socraticwealthadvisors.com
Employees
8
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2 roles

V Conley Perry, Cfp®, Chfc®, Apma® work experience

A career timeline built from the work history available for this profile.

Private Wealth Advisor

Current
Socratic Wealth Advisors

Raleigh-Durham-Chapel Hill Area

Securities are offered through LPL Financial, Member FINRA/SIPC. Socratic Better Wealth is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial. The financial professionals associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am registered to do business, please visit: www.socraticwealthadvisors.com

Jun 2017 - Present
Team & coworkers

Colleagues at Socratic Wealth Advisors

Other employees you can reach at socraticwealthadvisors.com. View company contacts for 8 employees →

BR Brandy Randall Brandy Randall Colleague at Socratic Wealth AdvisorsCary, North Carolina, United States View → AL Andrew Lipson Andrew Lipson Colleague at Socratic Wealth AdvisorsUnited States View → BW Brad Williams Brad Williams Colleague at Socratic Wealth AdvisorsClayton, North Carolina, United States View → AL Andy Lipson, Cfp Andy Lipson, Cfp Colleague at Socratic Wealth AdvisorsRaleigh-Durham-Chapel Hill Area, United States View → BW Boone Williams Boone Williams Colleague at Socratic Wealth AdvisorsRaleigh, North Carolina, United States View → BW Brad Williams, Cfp®, Mba Brad Williams, Cfp®, Mba Colleague at Socratic Wealth AdvisorsRaleigh-Durham-Chapel Hill Area, United States View →
2 education records

V Conley Perry, Cfp®, Chfc®, Apma® education

Bachelor Of Science (B.S.), Finance, General

Millbrook High School

Activities and Societies: Basketball

FAQ

Frequently asked questions about V Conley Perry, Cfp®, Chfc®, Apma®

Quick answers generated from the profile data available on this page.

What company does V Conley Perry, Cfp®, Chfc®, Apma® work for?

V Conley Perry, Cfp®, Chfc®, Apma® works for Socratic Wealth Advisors.

What is V Conley Perry, Cfp®, Chfc®, Apma®'s role at Socratic Wealth Advisors?

V Conley Perry, Cfp®, Chfc®, Apma® is listed as Private Wealth Advisor at Socratic Wealth Advisors.

What is V Conley Perry, Cfp®, Chfc®, Apma®'s email address?

AeroLeads has found 1 work email signal at @socraticwealthadvisors.com for V Conley Perry, Cfp®, Chfc®, Apma® at Socratic Wealth Advisors.

Where is V Conley Perry, Cfp®, Chfc®, Apma® based?

V Conley Perry, Cfp®, Chfc®, Apma® is based in Raleigh, North Carolina, United States while working with Socratic Wealth Advisors.

What companies has V Conley Perry, Cfp®, Chfc®, Apma® worked for?

V Conley Perry, Cfp®, Chfc®, Apma® has worked for Socratic Wealth Advisors and Ameriprise Financial Services, Inc..

Who are V Conley Perry, Cfp®, Chfc®, Apma®'s colleagues at Socratic Wealth Advisors?

V Conley Perry, Cfp®, Chfc®, Apma®'s colleagues at Socratic Wealth Advisors include Brandy Randall, Andrew Lipson, Brad Williams, Andy Lipson, Cfp, and Boone Williams.

How can I contact V Conley Perry, Cfp®, Chfc®, Apma®?

You can use AeroLeads to view verified contact signals for V Conley Perry, Cfp®, Chfc®, Apma® at Socratic Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did V Conley Perry, Cfp®, Chfc®, Apma® attend?

V Conley Perry, Cfp®, Chfc®, Apma® holds Bachelor Of Science (B.S.), Finance, General from University Of North Carolina At Wilmington.

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