Brian Perkins is a CFA-designated registered investment advisor, based in charlotte, NC, with 18 years of industry experience.
Location
1901 roxborough rd, charlotte, NC, 28211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is the Chief Investment Officer at NFP Corporate Services (SE) Inc and a producer for Kestra Advisory Services, providing investment advisory services. Both roles are investment-related and each take nearly full-time hours.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Previous Registrations
Captrust
Capfinancial Securities, LLC.Broker
Captrust Financial Advisors or "captrust"
Lockton Investment Advisors, LLC
Lockton Financial Advisors, LLCBroker
Gwfs Equities, INC.Broker
T. Rowe Price Investment Services, INC.Broker
State Registrations27 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.