Dustin Perkins
Dustin Perkins is a registered investment advisor at Stonex Advisors INC., based in Franklin, TN, with 10 years of industry experience. Dustin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
256 Seaboard Ln, Suite G-102, Franklin, TN, 37067
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Regulatory History (1)
Customer Dispute
January 2022Other Business ActivitiesSells Insurance
Dustin is a producer/advisor for health and group employee benefits, dedicating minimal time. He is also the owner and financial advisor for Oak Crest Financial Partners LLC, spending about a quarter of his time, but nearly full-time during market hours.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations14 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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