Kingsley Perkins And Company, LLC
Kingsley Perkins And Company, LLC (CRD# 117227) is a financial advisory firm headquartered in Chicago, IL. They manage $29,478,620 in 111 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management29MILLION
Total Number of Accounts111ACCOUNTS
Average Account Value$265,573
- 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
- Educational seminars/workshops
Charles Perkins (CRD# 4045231) is an Investment Advisor Representative working at Kingsley Perkins And Company, LLC in Chicago, IL and has over 18 years of experience in the finance industry. Charles 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.
Susan Thomas (CRD# 3020822) is an Investment Advisor Representative working at Kingsley Perkins And Company, LLC in Chicago, IL and has over 20 years of experience in the finance industry.