Lewis Howard Perkins

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

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

• 11/2008 → Present
  Independent Financial Group
  San Diego, CA
• 01/2007 → Present
  Comprehensive Financial Solutions Inc
  Ventura, CA

Previous Registrations

• 1997-07-08 → 2008-11-13
  Financial West Group
  Santa Monica, CA

Other Businesses

(1) COMPREHENSIVE FINANCIAL SOLUTIONS, INC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 120 START DATE: 02/06/2007 ADDRESS: 1102 Aviation Blvd #B, Hermosa Beach CA 90254, United States DESCRIPTION: 100% OWNER OF COMPREHENSIVE FINANCIAL SOLUTIONS, INC OFFERING SECURITIES, ADVISORY AND INSURANCE SERVICES (2) QUALITY FINANCIAL SOLUTIONS (MEDIATION SERVICE) POSITION: Mediator of Family Issues NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2010 ADDRESS: 1102 Aviation Blvd #B, Hermosa Beach CA 90254, United States DESCRIPTION: MEDIATOR PROVIDING FAMILY DISPUTE MEDIATION SERVICES (3) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/22/2002 ADDRESS: 1102 Aviation Blvd #B, Hermosa Beach CA 90254, United States DESCRIPTION: Insurance agent offering various types of insurance products. (4) TRUSTEE POSITION: Trustee of family member Irrevocable Trust until it settles. NATURE: Acting as a POA, Trustee, Executor. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/10/1992 ADDRESS: 1102 Aviation Blvd #B, Hermosa Beach CA 90254, United States DESCRIPTION: TRUSTEE FOR FAMILY MEMBERS TRUST (5) QUALITY FINANCIAL SOLUTIONS POSITION: Agent/Representative NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/20/2019 ADDRESS: 1102 Aviation Blvd #B, Hermosa Beach CA 90254, United States DESCRIPTION: 100% OWNER OF QUALITY FINANCIAL SOLUTIONS PROVIDING ORGANIZATIONAL. (6) PERKINS PROPERTIES POSITION: Agent/Representative NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/1988 ADDRESS: 1102 Aviation Blvd #B, Hermosa Beach CA 90254, United States DESCRIPTION: REAL ESTATE AGENT AND 100% OWNER OF DBA PERKINS PROPERTIES FOR MARKETING PURPOSES. (7) RENTAL PROPERTY POSITION: Owner of rental house NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2000 ADDRESS: PO Box 3389, Santa Monica CA 90408, United States DESCRIPTION: 100% OWNER OF RENTAL PROPERTY. (8) NORTHEAST NEIGHBORS POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: PO Box 3389, Santa Monica CA 90408, United States DESCRIPTION: TREASURER OF NORTHEAST NEIGHBORS HELPING THE ORGANIZATION WITH BUDGETING AND TAXES. (9) DOCENT CHARITABLE INSTITUTIONS PARKS & MUSEUMS POSITION: Volunteer NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2022 ADDRESS: 1008 Elden Way, Beverly Hills CA 90210, United States DESCRIPTION: Tour of Garden, Museum, & Artwork. LOTUSLAND - CHARITABLE ORGANIZATION - 501C(3) POSITION: Volunteer NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 02/01/2025 ADDRESS: 695 Ashley Road, Santa Barbara CA 93108, United States DESCRIPTION: Tour in Garden & Museum & Artwork with a narrative as a Docent &/or Garden Guide

Exams

• S66 Uniform Combined State Law Examination
  2004-09-03
• S63 Uniform Securities Agent State Law Examination
  1991-05-16

Designations

• Certified Financial Planner