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Peter Judson Perkins

LPl Financial LLC

Portland, OR

Portland, OR

Portland, OR

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2021-08-02
CA RA APPROVED 2021-07-21
WA RA APPROVED 2021-07-21
WI RA APPROVED 2021-07-21
  • OR RA
    APPROVED
    Since 2021-08-02
  • CA RA
    APPROVED
    Since 2021-07-21
  • WA RA
    APPROVED
    Since 2021-07-21
  • WI RA
    APPROVED
    Since 2021-07-21

Branch Locations

700 Ne Multnomah St Ste 820, Portland, OR 97232 • United States

700 Ne Multomah St Ste 820, Portland, OR 97232 • United States

Portland, OR • 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
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc. Portland OR 02/2010 07/2021
Various Insurance Carriers For W&R Insurance Agencies Portland OR 06/2010 07/2021
Financial Beginnings Portland OR 06/2014 07/2021
Rental House Seattle WA 05/1996 11/2020
Central Catholic High School Portland OR 10/2020 07/2021
Lpl Financial Llc Portland OR 07/2021 Present
  • 02/2010 → 07/2021
    Waddell & Reed, Inc.
    Portland, OR
  • 06/2010 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Portland, OR
  • 06/2014 → 07/2021
    Financial Beginnings
    Portland, OR
  • 05/1996 → 11/2020
    Rental House
    Seattle, WA
  • 10/2020 → 07/2021
    Central Catholic High School
    Portland, OR
  • 07/2021 → Present
    Lpl Financial Llc
    Portland, OR
Previous Registrations
  • 2010-09-23 → 2021-07-21
    Waddell & Reed
    Seattle, WA
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-04-29
  • S66 Uniform Combined State Law Examination
    2010-04-29
Other Names
  • Peter Perkins

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.
PINNACLE WEALTH ADVISORS
OSAIC WEALTH, INC.
MERCER GLOBAL ADVISORS INC.
CETERA INVESTMENT ADVISERS LLC
RUBICON GLOBAL GROUP, RUBICON GLOBAL ADVISORS

Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

More in Portland, OR

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