Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Perkins is a financial professional with over 28 years of experience in the industry. Richard is a registered representative of Concourse Financial Group Securities, Inc. and is licensed to provide financial advice in Alabama. Richard's career began in 1994 and has included roles at Compass Brokerage, Inc., AmSouth Investment Services, Inc., and NBC Securities, Inc.. Richard currently works out of the Pike Road, Alabama branch office of Concourse Financial Group Securities, Inc. He offers a range of financial services, including investment advice, financial planning, and retirement planning. Richard holds the Series 6, 7, 63, and 65 securities licenses, as well as the SIE exam.
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.
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
AL
09/20/2022 - Present
Concourse Financial Group Securities, Inc. (Pike Road AL)
AL
12/05/2001 - 09/14/2022
NBC SECURITIES, INC. (BIRMINGHAM AL)
AL
01/13/1997 - 12/07/2001
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
AL
09/13/1994 - 01/15/1997
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
IA
Issued 03/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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