David
Perkins
Verum Partners LLC
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About this Advisor
David Perkins is a financial advisor based in Charlotte, North Carolina, working with Verum Partners LLC. David has previously held positions at Carolinas Investment Consulting LLC, Verum Partners LLC, and Carolinas Wealth Consulting LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, David is part of Verum Partners LLC, which operates out of Charlotte, North Carolina. The firm has 1 office and 13 employees. The firm manages assets totaling $740.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Verum Partners LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Verum Partners LLC Brokerage Details
$740,408,167
13
1,287
$575,298
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Perkins Work History
Verum Partners LLC
Carolinas Wealth Consulting LLC
Carolinas Investment Consulting LLC
Disclosures
Please visit the SEC profile of David 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 Verum Partners LLC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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