Brandon PerkinsCRD Number: 6576963
Current Firm: Voya Financial Advisors, Inc.
Brandon Perkins (CRD# 6576963) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has over 4 years of experience in the finance industry.
Milestone Asset Management Group, LLC
Advice And Planning Services
Citizens Investment Services
|Voya Financial Advisors, Inc.||Windsor, CT||Jan 2018 - Current||3|
|Voya||Windsor, CT||Oct 2015 - Current||6|
|Voya Financial Partners, LLC||Windsor, CT||Oct 2015 - Jan 2018||2|
|Foxwoods||Mashantucket, CT||Jun 2011 - Oct 2015||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2018|
|S63||Uniform Securities State Law Examination||Dec 2016|
Total Assets Under Management4,557MILLIONS
Total Number of Accounts18,688ACCOUNTS
Average Account Value$243,866
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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