Lionel Parker Perkins

Current Employers

Employment History

• 05/2015 → Present
  Wells Fargo Advisors Financial Network, Llc
  Raleigh, NC

Previous Registrations

• 2008-01-01 → 2015-05-07
  Wells Fargo Clearing Services, Llc
  Raleigh, NC
  Raleigh, NC
• 2002-04-29 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Danville, VA
  St. Louis, MO
  Raleigh, NC

Other Businesses

TRUSTEE FOR FAMILY TRUST; INVESTMENT RELATED; CARY, NC; START DATE 6/2004; 4 HRS PER MONTH; 0 HRS DURING TRADING.| VETERAN CAPITAL MANAGEMENT, LLC; INVESTMENT RELATED; RALEIGH, NC; 100% OWNERSHIP; START DATE 05/01/2015; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 130; OWNER OF FINET PRACTICE.| VETERAN CAPITAL MANAGEMENT I401K; INV. RELATED; RALEIGH, NC; TRUSTEE; FINET PRACTICE 401K; START DATE 11/2022; 5 HRS PER MONTH; 5 HRS DURING TRADING.| VETERAN CAPITAL MANAGEMENT I401K FBO SELF; INV. RELATED; RALEIGH, NC; TRUSTEE; FINET PRACTICE 401K; START DATE 11/2022; 5 HRS PER MONTH; 5 HRS DURING TRADING.| BLUD RIDGE BOARDING SCHOOL, NOT INVT RELATED, ST. GEORGE, VA, ALUMNI LEADERSHIP COUNSEL PRESIDENT/BOARD OF TRUSTEES/BUILDING & GROUNDS, START DATE 9/1/2023, 5 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO DISCUSS HOW TO KEEP ALUMNI IN SCHOOL AND ADVISE MAIN BOARD OF ALUMNI ISSUES, SERVING ON SUB COMMITTEE FOR BUILDING AND GROUNDS AND PART OF ROLE.| FIRST FLIGHT FINANCIAL ADVISORS LLC; INV RELATED; RALEIGH, NC; 20% OWNERSHIP; START DATE 1/1/2019; 160 HOURS PER MONTH; 160 HOURS DURING TRADING; FINET PRACTICE.| POWER OF ATTORNEY FOR LIONEL PARKER PERKINS IV; NOT INV RELATED; RALEIGH, NC; POA FOR SON; START DATE 01/01/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-24
• S63 Uniform Securities Agent State Law Examination
  1997-01-08

Other Names

• L. Parker Perkins