Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Perkins is an investment advisor representative at LPL Financial LLC. Chad has been in the industry since 2002. Chad Perkins holds licenses in Kentucky, Texas, and other states. Chad is associated with the firm's office in Louisville, Kentucky. Chad has also been registered with Money Concepts Capital Corp and USAllianz Securities, Inc. in the past.
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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2
SC
09/06/2024 - Present
LPL Financial LLC (FORT MILL SC)
KY
05/06/2016 - 10/20/2017
PARKLAND SECURITIES, LLC (LOUISVILLE KY)
KY
06/12/2006 - 05/06/2016
MONEY CONCEPTS CAPITAL CORP (LOUISVILLE KY)
MN
03/23/2005 - 06/05/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
IA
Issued 10/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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