Michael Perkins, financial advisor Woburn MA
93 score

Michael Perkins

CRD Number: 5352906
Current Firm: Foresters Advisory Services, LLC

Michael Perkins (CRD# 5352906) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in Woburn, MA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
First Investors Coporation Woburn, MA Jul 2015 - Current 1
First Investors Advisory Services LLC Woburn, MA Jul 2013 - Current 3
First Investors Corporation Woburn, MA Aug 2014 - Jul 2015 < 1
First Investors Woburn, MA Apr 2007 - Aug 2014 7
Bentley College Waltham, MA Sep 2003 - May 2007 3
Avalon Real Estate Avalon, NJ Aug 2006 - Sep 2006 < 1
Picadilly Pub Waltham, MA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Michael R. Perkins
Phone Number: 212-858-8000
Registered State(s):
  • ME
  • RI
  • MA
By the Numbers
  • Total Assets Under Management
    996
    MILLIONS
  • Total Number of Accounts
    5,500
    ACCOUNTS
  • Average Account Value
    $181,082
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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