David Perkins (CRD# 1824251) is an Investment Advisor Representative working at Hatteras Investment Partners, LP in Raleigh, NC and has over 35 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Hatteras Capital Distributors, LLC | Raleigh, NC | Feb 2007 - Current | 17 |
Hatteras Investment Partners, LLC | Raleigh, NC | Sep 2003 - Current | 20 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management670MILLIONS
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Total Number of Accounts8ACCOUNTS
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Average Account Value$83,706,030
- 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)
NC
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