BP
BP

Bonnie Perkins

20 Years of Experience
Austin, TX
Broker

Bonnie Perkins is a registered investment advisor at Raymond James & Associates, INC., based in Austin, TX, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

6034 West Courtyard Drive, Suite 305, Austin, TX, 78730

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
July 2022 - Present · 3 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2022 - Present · 3 yrs 10 mos
Raymond James & Associates, INC.
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Raymond James & Associates, INC.Broker
January 2018 - October 2021 · 3 yrs 9 mos
Raymond James & Associates, INC.
January 2018 - October 2021 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2014 - January 2018 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2013 - January 2018 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1993 - July 1994 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1992 - July 1993 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1984 - August 1991 · 7 yrs 1 mo
State Registrations1 state
TX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.