Mildred Babb Perkins (CRD# 2418158) is an Investment Advisor Representative working at Wells Fargo Advisors in Beachwood, OH and has over 25 years of experience in the finance industry. Mildred Babb Perkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Beachwood, OH | Jun 2022 - Current | 1 |
| Wells Fargo Clearing Services, LLC | Cleveland, OH | Nov 2016 - Jun 2022 | 5 |
| Wells Fargo Advisors LLC | Cleveland, OH | May 2012 - Nov 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
- FL
- OH
- TX
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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