Randall Perkins
Randall Perkins is a registered investment advisor at Ameriprise Financial Services, LLC, based in East Meadow, NY, with 38 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
90 Merrick Ave, Ste 403, East Meadow, NY, 11554
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Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Randall is an independent insurance broker with Travelers since 2005 and owns another business since 2021, dedicating minimal time to each. He also serves as President on the Board of Directors for Perkins since January 2024, spending a few hours per week on this role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
L. F. Rothschild & CO. IncorporatedBroker
Moseley Securities CorporationBroker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.