Alec Perkins, financial advisor Germantown TN

Alec Perkins

CRD Number: 7774970
Current Firm: Cetera Investment Advisers LLC

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.

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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
Contact Info for Alec R. Perkins
Phone Number: 310-257-7880
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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, WY

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