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Mark Perkins

Summit Financial, LLC

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About Mark Perkins

Mark Perkins is a financial advisor who has been in the industry since 1996. He is currently registered with Summit Financial, LLC, where Mark provides financial and investment advice to clients. Mark's previous experience includes working with Ameriprise Financial Services, LLC, IDS Life Insurance Company, and VTR Capital, Inc. Mark holds the Series 7, Series 63, and SIE licenses and is registered to provide investment advice in 22 states.

Firm Information

Mark Perkins is currently registered with Summit Financial, LLC. Summit Financial, LLC, is a registered investment adviser based in Parsippany, New Jersey. The firm provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. Summit Financial manages approximately $11.5 billion in assets for individuals, high net worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs 132 investment adviser representatives and has over 19,000 client accounts.
Summit Financial, LLC

4 CAMPUS DRIVE

PARSIPPANY, NJ 07054

$11.55B

Assets Under Management

2

Total Clients

123

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Mark Perkins’s Registration & Firm History

AL

01/04/2024 - Present

Summit Financial, LLC (Gadsden AL)

AL

11/12/1997 - 01/16/2024

AMERIPRISE FINANCIAL SERVICES, LLC (Birmingham AL)

MN

11/12/1997 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NY

08/01/1996 - 10/03/1997

VTR CAPITAL, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/09/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Perkins.
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