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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittney? Claim Your ProfileBrittney Maria Perkins is a financial advisor registered with LPL Financial LLC. Brittney is licensed to provide investment advice and has been in the financial industry since June 2021. She is registered with the states of North Carolina, Texas, District of Columbia, Florida, Ohio, South Carolina, Tennessee, and Virginia. Brittney is also registered with FINRA and the SEC. She has passed the Series 63, Series 65, Series 7, and SIE exams. Brittney has worked for Vanguard Marketing Corporation, Adidas, Charlotte Mecklenburg Schools, Youth Opportunities University, Kent State University Library, YWCA Quail Hollow, Kidz Rock, and Doordash.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NC
03/13/2024 - Present
LPL Financial LLC (CARY NC)
NC
06/11/2021 - 10/16/2023
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 01/11/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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