Michael Richard 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

• 07/2013 → 06/2019
  Foresters Advisory Services
  Woburn, MA
• 07/2015 → 06/2019
  Foresters Financial Services
  Woburn, MA
• 06/2019 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2019 → Present
  Cetera Investment Advisers Llc
  Woburn, MA

Previous Registrations

• 2013-07-08 → 2019-06-24
  Foresters Advisory Services, Llc
  Woburn, MA

Other Businesses

1. PEAK PATH RETIREMENT ADVISORS, DBA FOR CETERA 2. NOTARY

Exams

• S66 Uniform Combined State Law Examination
  2013-07-02
• S63 Uniform Securities Agent State Law Examination
  2007-06-29

Designations

• Certified Financial Planner