LP
LP

Louis Perkins

35 Years of Experience
Friendswood, TX
1 DisclosureBrokerSells Insurance

Louis Perkins is a registered investment advisor, based in Friendswood, TX, with 35 years of industry experience.

Location

3502 Fm 528 Road, Friendswood, TX, 77546

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History

Regulatory History (1)
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Customer Dispute
April 2013
Settled
Other Business ActivitiesSells Insurance

Louis is a financial advisor and owner of Perkins Financial, offering insurance and financial services, dedicating minimal time. He is also a managing partner/advisor at Sugar Land Financial Advisors and a managing partner at Lifespring Financial Advisors LLC, spending about 10-20% of his time on each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 5 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 5 mos
Previous Registrations
Concourse Financial Group Advisors
August 2017 - February 2025 · 7 yrs 6 mos
Concourse Financial Group Securities, INC.Broker
August 2017 - February 2025 · 7 yrs 6 mos
Independent Advisers Group CORP
January 1998 - July 2006 · 8 yrs 6 mos
Lincoln Financial Securities Corporation
September 1997 - August 2017 · 19 yrs 11 mos
Lincoln Financial Securities CorporationBroker
September 1997 - August 2017 · 19 yrs 11 mos
Sun Investment Services CompanyBroker
December 1992 - August 1997 · 4 yrs 8 mos
Green Hill Financial Service CorporationBroker
August 1990 - December 1992 · 2 yrs 4 mos
Mimlic Sales CorporationBroker
April 1990 - October 1990 · 6 mos
State Registrations23 states
CACOFLGAILINLAMAMNMSNCNDNENMNVNYOHOKPASCSDTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Louis Perkins - Financial Advisor | TrueAdvisor