Christopher PerkinsCRD 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.
Valic Financial Advisors, Inc.
Securian Financial Services, Inc.
Certified Advisory Corp
|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|
Total Assets Under Management1,712MILLIONS
Total Number of Accounts748ACCOUNTS
Average Account Value$2,289,134
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, MA, NC, NH, PA, SC, TX
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