David Allen Perkins

Employer firm

Verum Partners LLC CRD 301058

$1.01B regulatory AUM 3 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2004 → 08/2023
  Carolinas Investment Consulting Llc
  Charlotte, NC
• 05/2019 → 08/2023
  Carolinas Wealth Consulting Llc
  Charlotte, NC
• 08/2023 → Present
  Verum Partners Llc
  Charlotte, NC

Previous Registrations

• 2019-05-11 → 2023-08-16
  Carolinas Wealth Consulting Llc
  Charlotte, NC
• 2004-11-15 → 2011-06-06
  Carolinas Investment Consulting Llc
  Charlotte, NC
  Charlotte, NC
• 2003-10-20 → 2004-11-17
  Capfinancial Securities, Llc.
  Charlotte, NC
• 2002-04-01 → 2003-10-30
  Wells Fargo Advisors Financial Network, Llc
  Charlotte, NC

Other Businesses

1.SOLE PROPRIETOR CPA FIRM/TAX RETURN PREPARATION & FINANCIAL PLANNING/15 HOURS MONTHLY. 2. TRUSTEE FOR FAMILY TRUST: Richard E. Perkins Article 4th Trust. SINCE 2015.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-24
• S63 Uniform Securities Agent State Law Examination
  1995-12-15

Designations

• Certified Financial Planner
• Personal Financial Specialist