Michael Perkins
Michael Perkins is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Woburn, MA, with 19 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
400 Tradecenter, Suite 4920, Woburn, MA, 01801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Michael uses the name Peak Path Retirement Advisors as a DBA for Cetera.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Previous Registrations
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations21 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.
Exams
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