Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Andrew Perkins is a financial professional with over 27 years of experience in the industry. Eric is currently registered with Trilogy Capital, Inc. and is a Registered Investment Advisor (RIA) with the firm. Prior to Trilogy Capital, Inc., Eric was a registered representative with National Planning Corporation and also held various positions with Sunamerica Securities, Inc. Eric offers a range of financial services including financial planning, portfolio management, and investment advisory services.
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.
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2
CA
12/01/2015 - Present
Trilogy Capital, Inc. (IRVINE CA)
CA
04/06/2011 - 11/29/2017
NATIONAL PLANNING CORPORATION (WEST COVINA CA)
CA
03/26/1999 - 04/05/2011
NATIONAL PLANNING CORPORATION (WEST COVINA CA)
AZ
05/06/1993 - 03/25/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 02/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2001
Series 24 - General Securities Principal Examination
BC
Issued 11/22/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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