Craig Perkins, financial advisor Littleton CO

Craig Perkins

CRD Number: 865539
Current Firm: Cdp Financial Group, LLC

Craig Perkins (CRD# 865539) is an Investment Advisor Representative working at Cdp Financial Group, LLC in Littleton, CO and has over 39 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Colorado Financial Service Corporation Centennial, CO Sep 2011 - Current 10
Cdp Financial Group, LLC Littleton, CO Jun 2011 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1982
Contact Info for Craig D. Perkins
Phone Number: 303-794-0706
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    64
    MILLIONS
  • Total Number of Accounts
    238
    ACCOUNTS
  • Average Account Value
    $268,199
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO

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