Unclaimed
Russell Perkins is a financial advisor with Vista Point Advisors, LLC. Russell has been in the industry since 2013 and holds both Series 79 and Series 63 licenses. Russell has previous experience with FTP Securities LLC, and is registered in California and New York.
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.
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.
1
2
CA
12/19/2023 - Present
Vista Point Advisors, LLC (San Francisco CA)
CA
05/13/2014 - 01/10/2022
VISTA POINT ADVISORS, LLC (san francisco CA)
CA
10/11/2013 - 04/23/2014
FTP SECURITIES LLC (SAN FRANCISCO CA)
BC
Issued 06/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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