BP
BP

Berlin Perkins

27 Years of Experience
Atlanta, GA
1 DisclosureBroker

Berlin Perkins is a registered investment advisor at Wells Fargo Advisors, based in Atlanta, GA, with 27 years of industry experience. Berlin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3280 Peachtree Rd NE Ste 300, Atlanta, GA, 30305

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History

Regulatory History (1)
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.
Customer Dispute
April 2019
Denied
Employment History
Current Registrations
Wells Fargo Advisors
July 2024 - Present · 2 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
May 2008 - August 2024 · 16 yrs 3 mos
UBS Financial Services INC.Broker
May 2008 - August 2024 · 16 yrs 3 mos
Goldman, Sachs & CO.Broker
December 2000 - May 2008 · 7 yrs 5 mos
Painewebber IncorporatedBroker
August 2000 - November 2000 · 3 mos
J.C. Bradford & CO.Broker
August 1999 - August 2000 · 1 yr
State Registrations23 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.
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