Sean
Perkins
Lake Street Advisors
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About this Advisor
Sean Perkins is a certified financial planner who works in Portsmouth, New Hampshire who has 6 years of industry experience. Perkins is currently employed by Lake Street Advisors. The advisor has gained experience at Lake Street Advisors. Perkins is approved to serve investors in Massachusetts and New Hampshire. Lake Street Advisors is a business operating out of Portsmouth, NH. The investment advisory business has a total of 43 employees. It manages $3 billion in assets under management across its 1,862 accounts, placing it among the biggest firms in the nation by assets under management. Of its 1,862 accounts, 99% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Lake Street Advisors performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees typically are based on which services are offered. However, fee types charged by Lake Street Advisors may include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lake Street Advisors Brokerage Details
$2,888,383,638
43
1,862
$1,551,226
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Sean Perkins Work History
Sean has been registered as a financial advisor for 6 years.*
Lake Street Advisors
Lake Street Advisors
Lake Street Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sean Perkins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lake Street Advisors
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Boston, MA
Portsmouth, NH
Boston, MA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
