Troy Don Perkins

Current Employers

Employment History

• 09/2009 → 08/2017
  Lincoln Financial Securities Copr
  The Woodlands, TX
• 08/2017 → Present
  (Dba) Perkins Financial
  The Woodlands, TX
• 08/2017 → 02/2025
  Concourse Financial Group Securities Inc
  The Woodlands, TX
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Sugar Land, TX
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-08-18 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Friendswood, TX
  The Woodlands, TX
  Birmingham, AL
  The Woodlands, TX
  Sugar Land, TX
  Birmingham, AL
• 2009-09-18 → 2017-08-29
  Osaic Fs, Inc.
  The Woodlands, TX
  Houston, TX
  The Woodlands, TX
• 2008-01-01 → 2009-09-22
  Wells Fargo Clearing Services, Llc
  The Woodlands, TX
• 2003-06-19 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  The Woodlands, TX
  The Woodlands, TX
  St. Louis, MO

Other Businesses

(dba) PERKINS FINANCIAL; Investment Related; 26006 Budde Road, The Woodlands, TX 77380; Insurance and Financial Services; Owner/Producer; Start Date 08/2017; 160 hours per month with all 160 hours per month occurring during trading hours; Sales and service of Accident/Health, Disability, Annuity, and Traditional Life insurance products. >> SUGAR LAND FINANCIAL ADVISORS; Investment Related; 514 Brooks Street, Sugar Land, TX 77478; Investment and Financial Services; Partner; Start Date 08/2019; 40 hours per month with 8 of those hours per month occurring during trading hours; Financial Advisor. >> LIFESPRING FINANCIAL ADVISORS; 26006 Budde Road, The Woodlands, TX 77380; Securities and Insurance; Member; Start Date 08/2019; 40 hours per month with 8 of those hours per month occurring during trading hours; Offer financial services to customers and prospects.

Exams

• S66 Uniform Combined State Law Examination
  2003-06-17
• S63 Uniform Securities Agent State Law Examination
  2001-04-12