Shawn Perkins, financial advisor Richmond VA

Shawn Perkins

CRD Number: 6653898
Current Firm: Ubs Financial Services Inc.

Shawn Perkins (CRD# 6653898) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Richmond, VA and has over 5 years of experience in the finance industry. Shawn Perkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ubs Financial Services, Inc. Richmond, VA May 2016 - Current 5
Carilion Clinic Roanoke, VA Jun 2015 - May 2016 < 1
Roanoke College Salem, VA Aug 2012 - May 2015 2
Roanoke College Salem, VA Aug 2011 - May 2015 3
New Millennium Building Systems Salem, VA May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2016
Contact Info for Shawn M. Perkins
Phone Number: 201-352-3000
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    572,471
    MILLIONS
  • Total Number of Accounts
    1,003,533
    ACCOUNTS
  • Average Account Value
    $570,455
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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