Colby Perkins, financial advisor Mechanicsburg PA

Colby Perkins

CRD Number: 2455819
Current Firm: 2adapt Investment Advisory, LLC

Colby Perkins (CRD# 2455819) is an Investment Advisor Representative working at 2adapt Investment Advisory, LLC in Mechanicsburg, PA and has over 30 years of experience in the finance industry.

Similar Advisors
Joseph Adamchak, financial advisor Mechanicsburg PA
Joseph P. Adamchak
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Jon Adams, financial advisor Mechanicsburg PA
Jon R. Adams
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Benedetto Agostino, financial advisor Mechanicsburg PA
Benedetto T. Agostino
CRD# 3244566
Cetera Investment Advisers LLC
Company Name Location Dates Years
2adapt Investment Advisory, LLC Mechanicsburg, PA Mar 2011 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1994
S66 NASAA Uniform Combined State Law Examination Oct 2010
Contact Info for Colby E. Perkins
Phone Number: 610-574-5333
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $61,981
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

PA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.