Dennis Perkins
Dennis Perkins is a registered investment advisor at Prospera Financial Services, INC., based in Glen Allen, VA, with 21 years of industry experience. Their practice areas include Estate Planning, Retirement Planning. Their firm serves 19,103 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prospera Financial Services offers investment management through various programs. The fees are based on a percentage of your portfolio's value and are negotiable, but the maximum annual fee is 2.15%. The specific fee and services are agreed upon in an advisory agreement. Fees are typically deducted from your account. Some programs may have additional fees, such as transaction costs or sub-account fees. Prospera also participates in revenue sharing with custodians and other third parties, which creates a conflict of interest.
Location
10146 West Broad St, Suite B, Glen Allen, VA, 23060
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Dennis co-owns PricePerkins LLC, an insurance agency, and shares in trails from AFLAC, but spends no time on it during trading hours. He also serves as Chairman of the Stewardship Committee and Trustee/POA/Executor of Gwathmey Baptist Church, dedicating minimal time to each and receiving no compensation.
Employment History
Current Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Previous Registrations
Micg Investment Management
Micg Investment Management, LLCBroker
State Registrations13 states
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.