Herbert Perlin, financial advisor Virginia Beach VA
96 score

Herbert Perlin

CRD Number: 1077507
Current Firm: Horter Investment Management, LLC

Herbert Perlin (CRD# 1077507) is an Investment Advisor Representative working at Horter Investment Management, LLC in Virginia Beach, VA and has over 35 years of experience in the finance industry.

Similar Advisors
Oscar Alvarez, financial advisor Virginia Beach VA
Oscar N. Alvarez
CRD# 2396863
Pathway Financial Planning, Inc.
Score
103
Similar Advisors
Jonathan Muhlendorf, financial advisor Virginia Beach VA
Jonathan S. Muhlendorf
CRD# 3231124
Lincoln Financial Advisors Corporation
Score
103
Similar Advisors
Wayne Berry, financial advisor Virginia Beach VA
Wayne C. Berry
CRD# 1710978
Virginia Capital Management Group Inc.
Score
101
Professional Designations
Company Name Location Dates Years
Horter Investment Management Cincinnati, OH Apr 2017 - Current 1
Perlin Rossen & Associates Dba Perlin Retirement Solutions, LLC Virginia Beach, VA Feb 2003 - Current 15
Gaurdian Virginia Beach, VA Jan 1985 - Current 33
Next Financial Group Virginia Beach, VA Aug 2003 - Apr 2017 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1983
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Herbert L. Perlin
Phone Number: 513-984-9933
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,115
    MILLIONS
  • Total Number of Accounts
    10,271
    ACCOUNTS
  • Average Account Value
    $108,604
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Herbert Perlin and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.