David Perkins (CRD# 3211027) is an Investment Advisor Representative working at Pharos Capital Management, LLC in , and has over 24 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 4092356
David Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pharos Capital Management, LLC | Fuquay-varina, NC | Apr 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1999 |
| S65 | NASAA Investment Advisors Law Examination | May 2007 |
- NC
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$167,948
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
NC
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