Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Carlyle Perkes is a registered representative with Thornburg Investment Management Inc. Brian has over 25 years of experience in the financial services industry and is registered in both New Mexico and Texas. Brian has a strong track record of success in providing investment advice to individuals, families, and institutions. Brian is committed to providing his clients with personalized service and sound investment advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NM
02/10/2025 - Present
Thornburg Investment Management Inc. (SANTA FE NM)
CO
03/15/2018 - 12/06/2022
ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)
TX
09/19/2017 - 03/07/2018
CROSSMARK DISTRIBUTORS, INC. (HOUSTON TX)
NY
10/01/1998 - 06/27/2017
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
MN
02/26/1997 - 07/13/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/26/1997 - 07/13/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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