Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Woodbury Perkins is a financial advisor who has been in the industry since June 12, 1995. James is currently registered with Robert W. Baird & Co. Inc. and has been with the firm since November 2014. James is licensed to provide financial advice in Oregon and Texas. Prior to joining Robert W. Baird & Co. Inc., James worked at MCADAMS WRIGHT RAGEN, INC., WELLS FARGO INVESTMENTS, LLC, and PACIFIC CREST SECURITIES INC. James has a broad range of experience in financial services, including securities, investment advisory, and portfolio management. James holds Series 7, 9, 10, 63, and 65 licenses and is also a Trustee on the Herbert Templeton Foundation board.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
OR
10/21/2016 - Present
Robert W. Baird & Co. Inc. (Lake Oswego OR)
OR
11/14/2005 - 11/07/2014
MCADAMS WRIGHT RAGEN, INC. (PORTLAND OR)
CA
09/15/1997 - 11/14/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
OR
06/13/1995 - 09/18/1997
PACIFIC CREST SECURITIES INC. (PORTLAND OR)
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/24/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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