Joshua Perkins, financial advisor Addison TX

Joshua Perkins

CRD Number: 6321424
Current Firm: Dewitt And Dunn Financial Services, LLC

Joshua Perkins (CRD# 6321424) is an Investment Advisor Representative working at Dewitt And Dunn Financial Services, LLC in Addison, TX and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Dewitt And Dunn Financial Services, LLC Addison, TX Jan 2024 - Current < 1
Blackridge Asset Management, LLC Jupiter, FL Nov 2020 - Current 3
American Retirement Institute Kennesaw, GA Mar 2019 - Current 5
Retirement Wealth Advisors Lewisville, TX Dec 2015 - Nov 2020 4
First Fidelity Tax & Insurance Lewisville, TX Mar 2010 - Nov 2020 10
First Retirement Advisors, LLC Lewisville, TX Apr 2014 - Dec 2015 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Joshua J. Perkins
Phone Number: 972-473-4700
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $189,543
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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