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Scott Matthew Perkins

Churchill Management Group

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About Scott Matthew Perkins

Scott Perkins is a financial advisor with Churchill Management Group. Scott has been in the financial industry for over a decade. Scott has a Series 7, 63, and 65 license. Scott is a CERTIFIED FINANCIAL PLANNER™ professional. Scott's firm specializes in providing financial planning and portfolio management for individuals, businesses, and pooled investment vehicles. Scott has experience working with a diverse client base, including high-net-worth individuals, corporations, and charitable organizations. Scott is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Scott Perkins is currently registered with Churchill Management Group. Churchill Management Group is an investment advisory firm based in Los Angeles, California. The firm manages over $10 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Churchill Management Group provides a variety of services, including financial planning, portfolio management, and wrap fee programs.
Churchill Management Group

5900 WILSHIRE BLVD.

LOS ANGELES, CA 90036

$10.08B

Assets Under Management

28

Total Clients

37

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.

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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Scott Perkins’s Registration & Firm History

CA

02/28/2014 - Present

Churchill Management Group (NORTH TUSTIN CA)

CA

12/10/2013 - 02/18/2014

CETERA ADVISOR NETWORKS LLC (SEAL BEACH CA)

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Licenses & Designations

BC

Issued 01/14/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/21/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/09/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Matthew Perkins.
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