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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Christopher Perkins is a financial advisor with Kestra Advisory Services, LLC. Brian has been in the industry since 2007 and is licensed in 21 states. Brian holds a Series 6, Series 63, Series 65, and SIE license. Brian is also a CFA charterholder. Brian has experience providing financial advice to individuals, businesses, and institutions. Brian's services include financial planning, investment management, and retirement planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
07/26/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NC
02/11/2015 - 03/31/2020
CAPFINANCIAL SECURITIES, LLC. (RALEIGH NC)
DC
10/16/2012 - 11/10/2014
LOCKTON FINANCIAL ADVISORS, LLC (WASHINGTON DC)
CO
05/09/2008 - 10/01/2012
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
MD
02/02/2007 - 04/10/2008
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
IA
Issued 05/10/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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