Lionel Perkins

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2022 → 02/2023
  Florida Financial Advisors Dba Tristate Financial Advisors
  Philadelphia, PA
• 08/2017 → 02/2022
  Amazon
  Cranbury, NJ
• 01/2023 → 02/2023
  Trinity Wealth Securities, Llc
  Philadelphia, PA
• 02/2023 → 09/2024
  Horace Mann Investors, Inc.
  Springfield, IL
• 02/2023 → 09/2024
  Horace Mann Companies
  Cherry Hill, NJ
• 06/2016 → 09/2017
  Kohl's Department Stores, Inc.
  Marlton, NJ
• 09/2024 → 03/2026
  Edelman Financial Engines
  Santa Clara, NJ
• 03/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2023-05-11 → 2024-09-30
  Horace Mann Investors, Inc.
  Springfield, IL
  Cherry Hill, NJ
  Cherry Hill, NJ
• 2022-02-09 → 2023-01-27
  Florida Financial Advisors, Llc
  Philadelphia, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-02-21
• S65 Uniform Investment Adviser Law Examination
  2022-01-18

Other Names

• Lionel Clifton Perkins
• Lionel Clifton Perkins