Waverly Advisors
47yrs
Top advisor by experience in Birmingham
20yrs
Eric Perich
Financial advisor at Stonex Advisors
Eric Perich has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Birmingham, Alabama. Eric has been with Stonex Advisors since 2025; before that, Eric spent five years at Concourse Financial Group Securities and four years at Thrivent Investment Management. Eric holds the CFP® designation.
One of 1247 advisors with offices in Birmingham, and one of 1090 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 61% of advisors nationwide
Office2 Perimeter Park South Suite 500 West, Birmingham, AL 35243
FirmStonex Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$501,072
Advisors at the firm230
States licensed ?1 state
Services through Stonex Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2025 – nowStonex Advisors Inc.Current firm
- 2019 – 2025Concourse Financial Group Securities, Inc.Previously
- 2015 – 2019Thrivent Investment Management Inc.Previously
- Jun 2015 – Dec 2015Executive Wealth Management, LLCPreviously
- Jun 2015 – Dec 2015401k GPSPreviously
- 2009 – 2015Ameriprise Financial Services, LLCPreviously
- Apr 2009 – Oct 2009Ameriprise Advisor Services, Inc.Previously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call Stonex Advisors at 800-292-2411 and ask for Eric Perich. Eric works from the Birmingham, AL office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2006, about 20 years. More experience than 61% of advisors nationwide.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Stonex Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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