Karch Perkins (CRD# 7274427) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Phoenix, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Dynamic Wealth Partners, LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Tempe, AZ | Aug 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smithincorporated | Tempe, AZ | Aug 2021 - Current | 2 |
| New York Life Insurance Company | Glendale, CA | Aug 2020 - Aug 2021 | 1 |
| 52 Seasons | Costa Mesa, CA | Mar 2020 - Sep 2020 | < 1 |
| Northstar California | Truckee, CA | Nov 2017 - Dec 2019 | 2 |
| New Caps LLC | Portland, OR | May 2018 - May 2018 | < 1 |
| Unemployed | Truckee, CA | Jun 2017 - Aug 2017 | < 1 |
| Faith Surf Co | Honolulu, HI | May 2016 - Jun 2017 | 1 |
| Chuck's Steakhouse | Honolulu, HI | Mar 2016 - May 2017 | 1 |
| University Of Hawaii | Honolulu, HI | Aug 2012 - May 2017 | 4 |
| Havas Street LLC | Honolulu, HI | Jan 2016 - Sep 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- CA
- TX
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Total Assets Under Management1,093,689MILLIONS
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Total Number of Accounts2,864,234ACCOUNTS
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Average Account Value$381,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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