Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Coffield Perkins has been a registered representative in the financial services industry for over 29 years. Kelly is a Registered Representative and Investment Advisor Representative with LPL Financial LLC, a registered broker-dealer and Registered Investment Advisor. Prior to joining LPL Financial LLC, Kelly was registered with RBC Capital Markets, LLC and Citigroup Global Markets Inc. Kelly has a wide range of experience in the financial services industry. Kelly holds Series 7, 31, 63, and 66 registrations, and the Securities Industry Essentials (SIE) exam. Kelly's specializations include financial planning, portfolio management for individuals and businesses, and consulting services. Kelly is also a lecturer in the Cox School of Business at Southern Methodist University.
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
TX
01/02/2025 - Present
LPL Financial LLC (DALLAS TX)
TX
01/30/2009 - 06/07/2012
RBC CAPITAL MARKETS, LLC (DALLAS TX)
TX
11/02/1999 - 02/19/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
NY
03/01/1995 - 11/04/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
07/07/1994 - 02/17/1995
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 12/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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