Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Perkins is a financial advisor with over 30 years of experience in the industry. Craig has held various roles with several firms, including Kovack Securities Inc., SWBC Investment Services, LLC, and Royal Alliance Associates, Inc. Craig is currently a registered representative with Latitude Advisors, LLC in Schaumburg, IL. Craig is registered to provide securities and investment advisory services in Illinois, Florida, and North Carolina.
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.
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.
Third party referral fees
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2
IL
01/09/2012 - Present
Latitude Advisors, LLC (SCHAUMBURG IL)
IL
01/03/2011 - 12/31/2011
KOVACK SECURITIES INC. (FRANKFORT IL)
IL
10/10/2008 - 12/31/2010
KOVACK SECURITIES INC. (FRANKFORT IL)
IL
03/31/2008 - 10/27/2008
SWBC INVESTMENT SERVICES, LLC (OAK LAWN IL)
IL
01/16/2007 - 04/01/2008
ROYAL ALLIANCE ASSOCIATES, INC. (SCHAUMBURG IL)
IL
10/24/2006 - 01/18/2007
CG BROKERAGE L.L.C. (SCHAUMBURG IL)
IL
05/06/2004 - 10/23/2006
ROYAL ALLIANCE ASSOCIATES, INC. (SCHAUMBURG IL)
IL
11/24/1998 - 06/10/2004
NSA SECURITIES CORPORATION (SCHAUMBURG IL)
OH
01/30/1998 - 11/19/1998
MFI INVESTMENTS CORP. (BRYAN OH)
NE
01/04/1995 - 02/02/1998
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
OH
09/24/1993 - 06/07/1994
FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)
CT
05/05/1992 - 09/17/1993
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
MO
04/08/1991 - 01/28/1992
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 08/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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