Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Judson Perkins is an investment advisor representative at LPL Financial LLC, and has been in the industry since March 26, 2010. Peter currently holds registrations in California, Idaho, Michigan, North Carolina, Oregon, Texas, Washington, and Wisconsin. Peter is also registered with FINRA and the Securities Industry Regulatory Authority. Peter's previous employment was with Waddell & Reed. Peter has specialized in providing investment advice to individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and investment clubs.
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.
1
2
OR
07/21/2021 - Present
LPL Financial LLC (PORTLAND OR)
OR
03/26/2010 - 07/21/2021
WADDELL & REED (PORTLAND OR)
BOTH
Issued 04/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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