![Alec Perkins, financial advisor Germantown TN](/img/ws/profile-blank-sq.png)
Alec Perkins (CRD# 7774970) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Germantown, TN and has 1 year of experience in the finance industry.
![Shannon Acosta, financial advisor Germantown TN](/img/ws/profile-blank-sq.png)
CRD# 6347351
Lpl Financial LLC
![Michael Agee, financial advisor Germantown TN](/img/ws/profile-blank-sq.png)
CRD# 3177764
Strategic Advisory Services
![Sudhir Agrawal, financial advisor Germantown TN](/img/ws/profile-blank-sq.png)
CRD# 3193095
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Advisor Networks LLC | El Segundo, CA | Sep 2023 - Current | < 1 |
Cetera Investment Advisers LLC | Schaumburg, IL | Sep 2023 - Current | < 1 |
Church Health Ymca | Memphis, TN | Sep 2022 - Current | 1 |
Minnesota Life Insurance Company | Saint Paul, MN | Jun 2023 - Aug 2023 | < 1 |
Securian Financial Services | Saint Paul, MN | Jun 2023 - Aug 2023 | < 1 |
East Tennessee State University | Johnson City, TN | Aug 2019 - May 2023 | 3 |
East Tennessee State University | Johnson City, TN | Aug 2020 - Aug 2022 | 2 |
Axis Security Inc. | Johnson City, TN | Nov 2018 - Jun 2022 | 3 |
East Tennessee State University | Johnson City, TN | Aug 2019 - May 2020 | < 1 |
Sullivan County Schools | Blountville, TN | Feb 2019 - Aug 2019 | < 1 |
N/a | Johnson City, TN | Sep 2018 - Nov 2018 | < 1 |
Ballad Health | Bristol, TN | Jul 2018 - Sep 2018 | < 1 |
East Tennessee State University | Johnson City, TN | Aug 2016 - Aug 2018 | 2 |
Catawba County Schools | Newton, NC | Oct 2015 - Aug 2017 | 1 |
N/a | Maiden, NC | May 2015 - Oct 2015 | < 1 |
Lenoir Rhyne University | Hickory, TN | Jun 2015 - Jul 2015 | < 1 |
Iga Buffalo Shoals | Newton, NC | Mar 2014 - May 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- TN
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- Pension consulting services
- 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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