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Mark Paige Perkins

Independence Financial Advisors, LLC

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About Mark Paige Perkins

Mark Paige Perkins is a registered Investment Advisor Representative with Independence Financial Advisors, LLC. Mark is licensed to provide investment advice in Maine, Massachusetts and New Hampshire. Mark has been a registered Investment Advisor Representative for over five years and passed the Series 65 exam in May of 2017. Mark also serves as the President and Managing Member of Consolidated Life Producers, which provides fixed annuities and fixed life insurance products. Mark has been with Consolidated Life Producers since January 2000. Mark is available to assist clients with financial planning, portfolio management for individuals and businesses.

Firm Information

Mark Perkins is currently registered with Independence Financial Advisors, LLC. Independence Financial Advisors, LLC is an independent financial advisor firm located in Franklin, NH. The firm manages over $432 million in assets for individuals, corporations, pension plans and high-net-worth clients. The firm provides financial planning, portfolio management, and fixed/fixed-index annuity products.
Independence Financial Advisors, LLC

402 CENTRAL STREET

FRANKLIN, NH 03235

$432.94M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advertisement and sale of fixed/ fixed-index annuity products

Advertisement and sale of fixed/ fixed-index annuity products

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

One-time project fees

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Mark Perkins’s Registration & Firm History

NH

05/30/2018 - Present

Independence Financial Advisors, LLC (Nashua NH)

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Licenses & Designations

IA

Issued 05/06/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Paige Perkins.
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