David
Perkins

Carolinas Investment Consulting LLC

CRD#2616463
Investment Advisor
in Charlotte, NC
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About this Advisor

David Perkins is a certified financial planner based in Charlotte, North Carolina. Currently an advisor at Carolinas Investment Consulting LLC, they have gathered 14 years of work experience as a financial advisor. Perkins holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Perkins is able to act as a financial advisor in North Carolina and Texas. Perkins has worked their career at Carolinas Investment Consulting LLC. Carolinas Investment Consulting LLC is headquartered in Charlotte, North Carolina. As a registered investment advisory firm, Carolinas Investment Consulting LLC oversees $1 billion in assets throughout 712 accounts and retains 24 staff members. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the United States. The firm manages 228 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 41% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Carolinas Investment Consulting LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

5605 Carnegie Boulevard - Suite 400
Charlotte, NC 28209

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Carolinas Investment Consulting LLC Brokerage Details

Total Assets Under Management

$1,489,211,624

NC Average: $3,625,019,099
Total Number of Employees

25

NC Average: 22
Total Number of Accounts

693

NC Average: 1,917
Average Account Size

$2,148,935

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

David Perkins Work History

David has 14 years of experience.

2004 - Present (15 years)

Carolinas Investment Consulting LLC

Disclosures

David Perkins has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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