Michael F Perkins

Current Employers

Employment History

• 01/1990 → Present
  Perkins, Lund, Collar & Associates
  Raleigh, NC
• 03/2007 → Present
  Penn Mutual Life Ins Co
  Raleigh, NC
• 07/2016 → Present
  Ridgeline Wealth Advisors, Llc (F.k.a. Plc Wealth Management)
  Raleigh, NC

Previous Registrations

• 2014-06-20 → 2016-09-01
  Envision Wealth Planning
  Raleigh, NC
  Franklin, TN
• 2008-01-29 → 2014-06-20
  Hornor, Townsend & Kent, Llc
  Raleigh, NC
  Morrisville, NC
  Raleigh, NC

Other Businesses

1)INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY, AGENT/PARTNER, START DATE: 03/01/2007, APPROX. NUMBER OF HOURS/MONTH: LESS THAN 10, THE NUMBER OF HOURS DEVOTED TO THE OUTSIDE BUSINESS ACTIVITY DURING SECURITIES TRADING HOURS: LESS THAN 10, DUTIES: SALES AND SERVICES OF FIXED LIFE, HEALTH AND ANNUITY INSURANCE RELATED PRODUCTS. 2) FINANCIAL INDEPENDENCE GROUP, NON INVESTMENT-RELATED, 19520 WEST CATAWABA AVE., SUTE 200, CORNELIUS, NC 28031, INSURANCE SALES FOR MULTIPLE CARRIERS, AGENT, START DATE: 03/01/2007, APPROX. NUMBER OF HOURS/MONTH: LESS THAN 10, THE N2)ITRANSACT, NOT INVESTMENT-RELATED, 314 South West, Farmington, Utah 84025, CREDIT CARD PROCESSING SERVICE, RELATIONSHIP MANAGER, START DATE: 08/15/2008, APPROX. NUMBER OF HOURS/MONTH: LESS THAN 10, THE NUMBER OF HOURS DEVOTED TO THE OUTSIDE BUSINESS ACTIVITY DURING SECURITIES TRADING HOURS: LESS THAN 10, DUTIES: ASSIST BUSINESSES IN REDUCING THEIR CREDIT CARD TRANSACTION FEES, INTRODUCE CURRENT BUSINESS CLIENTS OF CPA FIRM. NUMBER OF HOURS DEVOTED TO THE OUTSIDE BUSINESS ACTIVITY DURING SECURITIES TRADING HOURS: LESS THAN 10, DUTIES: SALES AND SERVICES OF FIXED LIFE, HEALTH AND ANNUITY INSURANCE RELATED PRODUCTS. 3)PERKINS LUND COLLAR AND ASSOCIATES, PLLC, NOT INVESTMENT-RELATED, OBERLIN ROAD, STE. 104, RALEIGH, NC 27608, ACCOUNTING & TAX PREPARATION, PARTNER, START DATE: 01/01/1985, APPROX. NUMBER OF HOURS/MONTH: MORE THAN 40, THE NUMBER OF HOURS DEVOTED TO THE OUTSIDE BUSINESS ACTIVITY DURING SECURITIES TRADING HOURS: MORE THAN 40, DUTIES: PROVIDE TAX AND ACCOUNTING SERVICES. 4) RENTAL PROPERTY - AUTUMN HILL ASSOCIATES, NOT INVESTMENT-RELATED, 2607 OBERLIN ROAD, RALEIGH, NC 27608, RENTAL PROPERTY, PART OWNER, APPROXIMATE NUMBER OF HOURS/MONTH: 10, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 10, DUTIES: 20% OWNER OF OFFICE BUILDING, PROPERTY IS MANAGED BY AN OUTSIDE PROPERTY MANAGEMENT COMPANY. PARTNERSHIP HAS MEETINGS THROUGHOUT THE YEAR AS NECESSARY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-25
• S66 Uniform Combined State Law Examination
  2000-11-29

Designations