RP
RP
Richard Perkins
31 Years of Experience
Pike Road, AL
2 DisclosuresBrokerSells Insurance
Richard Perkins is a registered investment advisor, based in Pike Road, AL, with 31 years of industry experience.
Location
225 Emma Lane, Pike Road, AL, 36064
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Regulatory History (2)
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Customer Dispute
November 2011Settled
Customer Dispute
September 2009Settled
Other Business ActivitiesSells Insurance
Richard is a financial representative for CB&S Financial Services (CB&S Bank), offering insurance and investment products. This role takes nearly full-time hours. Richard also co-owns a skincare line called Earth to Malibu, dedicating a few hours per week to it.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Securities, INC.Broker
September 2022 - February 2025 · 2 yrs 5 mos
Concourse Financial Group Advisors
September 2022 - February 2025 · 2 yrs 5 mos
Nbc Securities, INC.
June 2005 - September 2022 · 17 yrs 3 mos
Nbc Securities, INC.Broker
December 2001 - September 2022 · 20 yrs 9 mos
Amsouth Investment Services, INC.Broker
January 1997 - December 2001 · 4 yrs 11 mos
Compass Brokerage, INC.Broker
September 1994 - January 1997 · 2 yrs 4 mos
State Registrations2 states
ALTX
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.