David PerkinsCRD Number: 1824251
Current Firm: Hatteras Funds, LP
David Perkins (CRD# 1824251) is an Investment Advisor Representative working at Hatteras Funds, LP in Raleigh, NC and has over 28 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Hatteras Capital Distributors, LLC||Raleigh, NC||Feb 2007 - Current||10|
|Hatteras Investment Partners, LLC||Raleigh, NC||Sep 2003 - Current||13|
|The Capfinancial Group, Inc.||Raleigh, NC||Dec 2006 - Jan 2008||1|
|Capfinancial Partners, LLC||Raleigh, NC||Dec 2006 - Jan 2008||1|
|Capfinancial Partners, LLC||Raleigh, NC||Feb 2003 - Dec 2006||3|
|The Capfinancial Group, Inc. (fka: Miller,perkins & Associates)||Raleigh, NC||Oct 1997 - Dec 2006||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1988|
|S65||NASAA Investment Advisors Law Examination||Sep 1991|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management2,140MILLIONS
Total Number of Accounts8ACCOUNTS
Average Account Value$267,465,178
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
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