Mark Perkins is a registered investment advisor, based in Birmingham, AL, with 29 years of industry experience.
Location
5120 Selkirk Drive, Suite 200, Birmingham, AL, 35242
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark works full-time as an IAR/financial advisor with Summit Financial. He also works a few hours per week as an agent for an independent insurance agency and owns a multi-family rental property.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2024 - Present · 2 yrs 4 mos
Summit Financial, LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, LLC
December 1997 - January 2024 · 26 yrs 1 mo
Ameriprise Financial Services, LLCBroker
November 1997 - January 2024 · 26 yrs 2 mos
Ids Life Insurance CompanyBroker
November 1997 - July 2006 · 8 yrs 8 mos
Vtr Capital, INC.Broker
August 1996 - October 1997 · 1 yr 2 mos
State Registrations12 states
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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.