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Eric Perich

Investment Adviser Representative at Stonex Advisors Inc.

Birmingham, ALCRD #5208447Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Eric Perich is an investment adviser representative with Stonex Advisors Inc. in Birmingham, AL, where they have been registered since 2025. They have worked in the securities industry since 2007 and have been registered with 7 firms, including Concourse Financial Group Advisors and Thrivent Investment Management Inc. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Alabama.

Office

2 Perimeter Park South, Suite 500 West
Birmingham, AL 35243

Advisors at this office: 40

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Alabama
Broker:
1 state or territory

Alabama

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/8/2009
Series 63
Uniform Securities Agent State Law Examination
Passed 10/16/2006
Series 52
Municipal Securities Representative Examination
Passed 1/7/2026
Series 99
Operations Professional Examination
Passed 1/7/2026
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/5/2006
Series 24
General Securities Principal Examination
Passed 12/1/2006

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Stonex Advisors Inc.Current
6/16/2025 – Birmingham, AL
Concourse Financial Group Advisors
10/1/2019 – 2/21/2025Birmingham, AL
Thrivent Investment Management Inc.
12/11/2015 – 9/24/2019Minneapolis, MN
401k GPS
6/29/2015 – 12/3/2015Brighton, MI
Executive Wealth Management, LLC
6/29/2015 – 12/3/2015Brighton, MI
Ameriprise Financial Services, Inc.
10/5/2009 – 6/19/2015Minneapolis, MN
Ameriprise Advisor Services, Inc.
4/9/2009 – 10/5/2009Detroit, MI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Thrivent Financial
    Nov 2015 – Sep 2019Minneapolis, MN
  2. Thrivent Investment Management Inc
    Dec 2015 – Sep 2019Minneapolis, MN
  3. Concourse Financial Group Securities Inc
    Sep 2019 – Feb 2025Birmingham, AL
  4. Unemployed
    Feb 2025 – Jun 2025Birmingham, AL
  5. StoneX Securities Inc
    Jun 2025 – no end date reportedBirmingham, AL
  6. StoneX Group Inc
    Jun 2025 – no end date reportedBirmingham, AL
  7. StoneX Advisors Inc
    Jun 2025 – no end date reportedBirmingham, AL
  8. StoneX Financial Inc
    Jun 2025 – no end date reportedBirmingham, AL

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Stonex Advisors Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • American Funds F2 - Under $250,0000.80%
  • American Funds F2 - $250,000 or more0.55%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
235
Offices listed on AdvisorFinder:
25
Main office:
Birmingham, AL
SEC file number:
801-80747

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 17, 2026

View full firm profile

Other advisors at Stonex Advisors Inc.

Showing 12 of 235 in the directory

View Stonex Advisors Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eric Perich has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Eric Perich (Stonex Advisors) - Fees & Credentials