Brian Perkins (CRD# 5630932) is an Investment Advisor Representative working at Cdp Financial Group, LLC in Littleton, CO and has over 14 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Emerson Equity LLC | San Mateo, CA | Sep 2020 - Current | 3 |
Cdp Financial | Littleton, CO | Nov 2016 - Current | 7 |
Colorado Financial Service Corporation | Centennial, CO | Jul 2016 - Sep 2020 | 4 |
Fuji First Sonosite | Bothel, WA | Nov 2014 - Apr 2018 | 3 |
Verathon | Bothell, WA | May 2014 - Nov 2014 | < 1 |
Cardinal Health | Dublin, OH | Feb 2012 - May 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2009 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
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Total Assets Under Management65MILLIONS
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Total Number of Accounts248ACCOUNTS
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Average Account Value$263,976
- A percentage of assets under your management
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CO
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