Christopher Perkins, financial advisor Orlando FL

Christopher Perkins

CRD Number: 5065400
Current Firm: Biltmore Family Office, LLC

Christopher Perkins (CRD# 5065400) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Orlando, FL and has over 15 years of experience in the finance industry.

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Certified Advisory Corp
Company Name Location Dates Years
Biltmore Family Office, LLC Charlotte, NC Feb 2021 - Current < 1
Pnc Bank Private Wealth Management Orlando, FL Sep 2017 - Feb 2021 3
Genspring Family Offices Orlando, FL Jul 2015 - Jun 2017 1
Suntrust Bank Private Wealth Management Orlando, FL Aug 1999 - Jun 2015 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2006
S65 NASAA Investment Advisors Law Examination Apr 2021
Contact Info for Christopher F. Perkins
Phone Number: 704-248-5230
Registered State(s):
  • FL
  • NC
By the Numbers
  • Total Assets Under Management
    1,712
    MILLIONS
  • Total Number of Accounts
    748
    ACCOUNTS
  • Average Account Value
    $2,289,134
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, MA, NC, NH, PA, SC, TX

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