Kelly Coffield Perkins

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2012 → Present
  Lpl Financial Llc
  Dallas, TX
• 02/2025 → Present
  Greater Texas Federal Credit Union
  Arlington, TX

Previous Registrations

• 2009-01-30 → 2012-06-07
  Rbc Capital Markets, Llc
  Dallas, TX
• 1999-11-02 → 2009-02-19
  Citigroup Global Markets Inc.
  Dallas, TX
  Dallas, TX

Other Businesses

1) 05/18/2012 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name KR Wealth Management - Inv Rel - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. 2) 6/19/2013 - Southern Methodist University - Teacher/Instructor - Non Inv Rel - 0 Hrs/Mth - 0 Hrs During Trading. 3) 04/10/2014 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Texas Retirement Partners - Inv Rel - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. 4) 09/27/2023 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name HP Wealth Partners - Investment Related - At Reported Business Location(s) - Start Date 04/13/2023 - 2 Hours Per Month/ 1 Hour During Trading 5) 03/06/2024 - Coffield Family Management LLC - Business Entity For Tax/Investment Purposes Only - Non Investment Related - At Reported Business Location(s) - Start Date 10/29/2022 - 0 Hours Per Month/ 0 Hours During Trading 6) 06/13/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Novem Wealth - Investment Related - At Reported Business Location(s) - Start Date:06/02/2025 - 200 Hrs/Mth - 7 Hrs During Trading. 7) 11/21/2025 - Novem Lending - Mortgage/Real Estate Services - Not Investment Related - At Reported Business Location(s) - Start Date 09/15/2025 - 10 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2009-12-29
• S63 Uniform Securities Agent State Law Examination
  1994-07-15

Other Names

• Kelly Dawn Perkins
• Kelly Perkins Rigas