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Current Employers
Independence Financial Advisors, Llc

402 Central Street, Franklin, NH 03235 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-05-31
ME RA APPROVED 2018-05-30
NH RA APPROVED 2018-05-30
  • MA RA
    APPROVED
    Since 2018-05-31
  • ME RA
    APPROVED
    Since 2018-05-30
  • NH RA
    APPROVED
    Since 2018-05-30

Branch Locations

33 Main Street Suite 201, Nashua, NH 03064 • United States

402 Central Street, Franklin, NH 03235 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Other Businesses

Mr. Perkins is the President and Managing Member of Consolidated Life Producers, which is located at 33 Main Street, Suite 201, Nashua, NH 03064. Consolidated Life Producers provides fixed annuities and fixed life insurance products. Mr. Perkins started with Consolidated Life Producers in January 2000. In this role, Mr. Perkins assists and advises producers on fixed annuities and fixed life insurance products. Serving in this role provides a substantial source of Mr. Perkins' income and involves a substantial amount of his time. Mr. Perkins devotes approximately 150 hours per month or approximately 8 hours per day during typical securities trading hours (i.e., 9 am - 5 pm Monday through Friday) to Consolidated Life Producers. Mr. Perkins anticipates being able to devote his full attention to both Independence Financial Advisors, LLC and Consolidated Life Producers during the work day. Mr. Perkins will always be available to assist either business; however, on any given day the percentage of time dedicated to each business will vary based on the needs of the business and Mr. Perkins' clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-06
  • S65 Uniform Investment Adviser Law Examination
    2017-05-06

View on SEC IAPD

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