Lionel Perkins is a registered investment advisor at Wells Fargo Advisors, based in Raleigh, NC, with 29 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
3110 Edwards Mill Rd, Ste 205, Raleigh, NC, 27612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lionel is a trustee for a family trust and the Finet Practice 401k. He owns Veteran Capital Management LLC and First Flight Financial Advisors LLC, and serves as president/board of trustees for Blue Ridge Boarding School's alumni leadership council.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
UBS Painewebber INC.Broker
J.C. Bradford & CO.Broker
State Registrations19 states
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