EP
CFP
EP
CFP

Eric Perkins

27 Years of Experience
Matteson, IL
3 DisclosuresBrokerSells Insurance

Eric Perkins is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Matteson, IL, with 27 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Matteson, IL

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
June 2011
Judgment / Lien
December 2008
Customer Dispute
June 2002
Settled
Other Business ActivitiesSells Insurance

Eric is an independent insurance agent selling fixed insurance products, including life, health, disability, annuities, and LTC. He also works full-time as a title investigator for the Circuit Court of Cook County since 2015 and spends a few hours per week as the President of the School Board for Elementary School District 159 since 2011.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
April 2011 - Present · 15 yrs 1 mo
Cetera Wealth Services, LLCBroker
April 2011 - Present · 15 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
January 2012 - June 2023 · 11 yrs 5 mos
Ing Financial Partners, INC
March 2009 - March 2011 · 2 yrs
Ing Financial Partners, INC.Broker
March 2009 - March 2011 · 2 yrs
Metlife Securities INC.
June 2002 - July 2008 · 6 yrs 1 mo
Metlife Securities INC.Broker
February 2002 - July 2008 · 6 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
February 2002 - July 2007 · 5 yrs 5 mos
American Express Financial Advisors INC.Broker
June 1998 - February 2002 · 3 yrs 8 mos
Ids Life Insurance CompanyBroker
June 1998 - February 2002 · 3 yrs 8 mos
State Registrations2 states
ILTX
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.
Eric Perkins - Financial Advisor | TrueAdvisor