Craig R. Perkins

LATITUDE ADVISORS

Arlington Heights, IL

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CRD#: 2137063

Professional summary

Craig Roger Perkins is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Arlington Heights, Illinois and GWN SECURITIES INC. located in Palm Beach Gardens, Florida.

Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Craig has worked at 15 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)INTEGRITY INSURANCE FINANCIAL SERVICES, 18330 DISTINCTIVE DRIVE, ORLAND PARK, IL 60467,INSURANCE SALES, INDEPENDENT CONTRACTOR, FIXED & HEALTH INSURANCE SALES, PAID IN COMMISSIONS APPROX 60% OF TIME SPENT. 3) LATITUDE ADVISORS, LLC, ARLINGTON HEIGHT,IL IA REP PAID VIA FEES APPROX 10% OF TIME SPENT CRAIG PERKINS FINANCIAL SERVICES, LLC POSITION: financial advisor NATURE: Financial Services, DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 11/01/2010 ADDRESS: 1821 Walden Office Square, St 400, Schaumburg IL 60173 DESCRIPTION: Financial Services CONSULTING POSITION: Senior Advisor NATURE: locating cash flow savings for businesses and referring them to people that can execute the savings INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/28/2017 ADDRESS: 1821 Walden Office Sqaure, st 400, Schaumburg IL 60173, United States DESCRIPTION: locating cash flow savings for businesses and referring them to people that can execute the savings

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Roger Perkins's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 9, 2012 - Present

LATITUDE ADVISORS, LLC

RIA

CRD#: 151001

Arlington Heights, IL

Current

January 5, 2012 - Present

GWN SECURITIES INC.

Office #1: 11440 North Jog Road, Palm Beach Gardens, FL 33418-3764Office #2: 650 Dundee Road Suite 375, Northbrook, IL 60062

RIA

CRD#: 128929

Palm Beach Gardens, FL

Past

January 3, 2011 - December 31, 2011

KOVACK ADVISORS, INC.

RIA

CRD#: 140808

FT. LAUDERDALE, FL

Past

January 3, 2011 - December 31, 2011

KOVACK SECURITIES INC.

CRD#: 44848

FRANKFORT, IL

Past

October 10, 2008 - December 31, 2010

KOVACK ADVISORS, INC.

RIA

CRD#: 140808

FT. LAUDERDALE, FL

Past

October 10, 2008 - December 31, 2010

KOVACK SECURITIES INC.

CRD#: 44848

FRANKFORT, IL

Past

April 1, 2008 - October 27, 2008

SWBC INVESTMENT COMPANY

RIA

CRD#: 140994

SAN ANTONIO, TX

Past

March 31, 2008 - October 27, 2008

SWBC INVESTMENT SERVICES, LLC

CRD#: 133715

OAK LAWN, IL

Past

January 30, 2007 - April 1, 2008

OSAIC WEALTH, INC.

RIA

CRD#: 23131

SCHAUMBURG, IL

Past

January 16, 2007 - April 1, 2008

OSAIC WEALTH, INC.

CRD#: 23131

SCHAUMBURG, IL

Past

October 24, 2006 - January 31, 2007

CLIFTON GUNDERSON WEALTH ADVISORS

RIA

CRD#: 111297

SCHAUMBURG, IL

Past

October 24, 2006 - January 18, 2007

CG BROKERAGE L.L.C.

CRD#: 112033

SCHAUMBURG, IL

Past

May 25, 2004 - October 23, 2006

OSAIC WEALTH, INC.

RIA

CRD#: 23131

SCHAUMBURG, IL

Past

May 6, 2004 - October 23, 2006

OSAIC WEALTH, INC.

CRD#: 23131

SCHAUMBURG, IL

Past

November 30, 1998 - June 10, 2004

NSA SECURITIES CORPORATION

RIA

CRD#: 38472

SCHAUMBERG, IL

Past

November 24, 1998 - June 10, 2004

NSA SECURITIES CORPORATION

CRD#: 38472

SCHAUMBURG, IL

Past

January 30, 1998 - November 19, 1998

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

CRD#: 2864

BRYAN, OH

Past

January 4, 1995 - February 2, 1998

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

LINCOLN, NE

Past

September 24, 1993 - June 7, 1994

NATCITY INSURANCE SERVICES, INC.

CRD#: 16989

CLEVELAND, OH

Past

May 5, 1992 - September 17, 1993

HOCHMAN & BAKER SECURITIES, INC.

CRD#: 19949

STAMFORD, CT

Past

April 8, 1991 - January 28, 1992

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(4/25/2012)

Illinois
(1/5/2012)

IAR

Illinois
(1/9/2012)

North Carolina
(1/5/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/7/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/13/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/5/1991

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

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Contact information

Main Address

Yorkville, IL

Mailing Address

Phone number

(630) 553-3730

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LATITUDE ADVISORS, LLC ADV BROCHURE (11/5/2025)

Regulatory assets under management

Total Number of Accounts	2,305
AUM (Assets Under Management)	$ 379,516,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Craig R. Perkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Roger Perkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

GWN SECURITIES INC.

KOVACK ADVISORS, INC.

KOVACK SECURITIES INC.

KOVACK ADVISORS, INC.

KOVACK SECURITIES INC.

SWBC INVESTMENT COMPANY

SWBC INVESTMENT SERVICES, LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

CLIFTON GUNDERSON WEALTH ADVISORS

CG BROKERAGE L.L.C.

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

NSA SECURITIES CORPORATION

NSA SECURITIES CORPORATION

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

ALLSTATE FINANCIAL SERVICES, LLC

NATCITY INSURANCE SERVICES, INC.

HOCHMAN & BAKER SECURITIES, INC.

EDWARD JONES

Primary Firm SEC Registration

LATITUDE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/7/1998

Series 63

Date: 4/13/1991

SIE

Date: 10/1/2018

Series 7

Date: 4/5/1991

FINRA

Current Firm

LATITUDE ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LATITUDE ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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