Shawn
Perkins
Carlson Financial
Answer a few questions and
get matched with an advisor.
About this Advisor
Shawn Perkins is a certified financial planner working in Glen Allen, Virginia who has 1 year of industry experience. Perkins is currently employed by Carlson Financial. Their career trajectory has included roles at Ubs Financial Services, Inc, Carilion Clinic, New Millennium Building Systems, Roanoke College and Carlson Financial. Perkins holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Virginia. Carlson Financial is a financial advisory company that has its headquarters in Topeka, KS. It has offices in five locations and a total of 27 advisors. It handles $342 million in total assets between its 2,901 client accounts, making it one of the mid-sized firms in the country by assets under management. Carlson Financial performs a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely are based on which service is offered. However, fee types charged by Carlson Financial likely include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Carlson Financial Brokerage Details
$342,403,578
27
2,901
$118,029
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Shawn Perkins Work History
Shawn has been registered as a financial advisor for 1 years.*
Carlson Financial
Ubs Financial Services, Inc
Carilion Clinic
New Millennium Building Systems
Roanoke College
Roanoke College
*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 Shawn 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 Carlson Financial
Virginia Beach, VA
Topeka, KS
Topeka, KS
Topeka, KS
Topeka, KS
Topeka, KS
Glen Allen, VA
Glen Allen, VA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.