Eric A. Perkins
Professional summary
Eric Andrew Perkins is a registered financial advisor currently at TRILOGY CAPITAL, INC. located in Irvine, California and LPL FINANCIAL LLC located in Irvine, California.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Eric has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Eric Andrew Perkins's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 1, 2015 - Present
TRILOGY CAPITAL, INC.
Office #1: 2601 Main Street Suite 100, Irvine, CA 92614November 29, 2017 - Present
LPL FINANCIAL LLC
Office #1: 2601 Main St Ste 100, Irvine, CA 92614-6277November 29, 2017 - April 13, 2018
LPL FINANCIAL LLC
April 7, 2011 - November 29, 2017
NATIONAL PLANNING CORPORATION
April 6, 2011 - November 29, 2017
NATIONAL PLANNING CORPORATION
February 13, 2006 - April 5, 2011
NATIONAL PLANNING CORPORATION
March 26, 1999 - April 5, 2011
NATIONAL PLANNING CORPORATION
May 6, 1993 - March 25, 1999
SUNAMERICA SECURITIES, INC.
Primary Firm SEC Registration
TRILOGY CAPITAL, INC.
CRD#: 281597 / SEC#: 801-106922
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/20/2021)
(11/29/2017)
(11/29/2017)
(12/1/2015)
(11/29/2017)
(2/23/2021)
(9/1/2021)
(9/1/2021)
(2/23/2021)
(8/23/2021)
(8/23/2021)
(2/23/2021)
(11/29/2017)
(9/1/2021)
(9/1/2021)
(9/1/2021)
(9/1/2021)
(9/1/2021)
(9/1/2021)
(9/1/2021)
(9/1/2021)
(9/1/2021)
(4/20/2021)
(8/23/2021)
(9/1/2021)
(11/29/2017)
(8/23/2021)
(2/23/2021)
(9/1/2021)
(4/20/2021)
(8/24/2021)
(9/1/2021)
(8/24/2021)
(9/1/2021)
(2/23/2021)
(8/23/2021)
(9/1/2021)
(4/20/2021)
(12/23/2021)
(8/23/2021)
(11/29/2017)
(8/23/2021)
(8/23/2021)
(4/20/2021)
(2/23/2021)
(9/1/2021)
(9/1/2021)
Exams
FINRA
Current Firm
TRILOGY CAPITAL, INC.
CRD#: 281597 / SEC#: 801-106922
Contact information
SEC notice filing (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,537 |
| AUM (Assets Under Management) | $ 2,633,357,444 |
Red Flags
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