Bonnie Perkins

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

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

• 02/2011 → 01/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Southlake, TX
• 01/2018 → 10/2021
  Raymond James & Associates
  Southlake, TX
• 06/2022 → Present
  Raymond James & Associates, Inc
  Austin, TX
• 10/2021 → 06/2022
  Homemaker
  Grapevine, TX

Previous Registrations

• 2018-01-29 → 2021-10-04
  Raymond James & Associates, Inc.
  Southlake, TX
• 2014-04-16 → 2018-01-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
  Southlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2014-04-03
• S63 Uniform Securities Agent State Law Examination
  1990-05-08

Other Names

• Bonnie Louise Perkins
• Bonnie Louise Kresky
• Bonnie Louise Kresky
• Bonnie Louise Kresky
• Bonnie Louise Kresky
• Bonnie L Perkins