Carson Elwood Perkins

Employer firm

Heritage Retirement Advisors, LLC CRD 165191

$351M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

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

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

Current Employers

Employment History

• 01/2023 → Present
  Heritage Retirement Advisors
  Colleyville, TX
• 09/2021 → 01/2023
  Marco's Pizza
  Lewisville, TX
• 05/2021 → 09/2021
  H-E-B
  Leander, TX
• 08/2020 → 05/2021
  Sul Ross University
  Alpine, TX
• 05/2020 → 08/2020
  Dominos
  Liberty Hill, TX
• 01/2012 → 05/2020
  Liberty Hill High School
  Liberty Hill, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-24

Other Names

• Carson Perkins