Mildred Perkins
Mildred Perkins is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Beachwood, OH, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3201 Enterprise Pkwy Suite 400, [Satellite], Beachwood, OH, 44122
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mildred has 100% ownership of Wealth Journey Advisors, LLC, a pass-through entity for her financial practice, but dedicates no time to it. She also works as a financial advisor for Princeton Harriman Insurance Solutions for insurance business, spending a few hours per week.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan Stanley Smith BarneyBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Society Investments, INC.Broker
State Registrations20 states
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