Harold Perkins (CRD# 1219540) is an Investment Advisor Representative working at Continuum Financial, LLC in Granite Falls, NC and has over 24 years of experience in the finance industry.
CRD# 7063689
Edward Jones
CRD# 5699012
Edward Jones
CRD# 5699016
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Continuum Financial, LLC | Humble, TX | Jan 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2001 |
- LA
- NC
- TX
-
Total Assets Under Management49MILLIONS
-
Total Number of Accounts29ACCOUNTS
-
Average Account Value$1,699,550
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
LA, NC, TX
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