Eric R Perkins

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2009-03-26 → 2011-03-16
  Voya Financial Advisors, Inc.
  Homewood, IL
  Matteson, IL
  Windsor, CT
  Grafton, MA
  Chicago, IL
• 2002-06-19 → 2008-07-22
  Msi Financial Services, Inc.
  Aurora, IL
  Matteson, IL
  Chicago, IL
  Milwaukee, WI

Other Businesses

1)INDEPENDENT INSURANCE AGENT - SALES OF FIXED INSURANCE PRODUCTS: LIFE, HEALTH, DISABILITY, ANNUITIES, AND LTC. 2) ELEMENTARY SCHOOL DISTRICT 159 NOT INVESTMENT RELATED 6202 VOLLMER RD, MATTSON, IL 60443 SCHOOL BOARD, PRESIDENT, SINCE 5/2011 APPROX. 4 HOURS PER WEEK, SOME DURING TRADING HOURS, ATTEND SCHOOL BOARD MEETING AND VOTE ON POLICY

Exams

• S66 Uniform Combined State Law Examination
  1998-07-07

Designations

• Certified Financial Planner