David A. Perkins

VERUM PARTNERS

Charlotte, NC 28207

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CRD#: 2616463

Professional summary

David Allen Perkins, CFP® is a registered financial advisor currently at VERUM PARTNERS LLC located in Charlotte, North Carolina.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. David has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Investment Planning

Estate Planning

Tax Planning

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Allen 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®

CFP^®

Certified Financial Planner

Start date: 1989

Experience

Current

August 15, 2023 - Present

VERUM PARTNERS LLC

Office #1: 2333 Randolph Road Suite 250, Charlotte, NC 28207

RIA

CRD#: 301058

Charlotte, NC

Past

May 11, 2019 - August 16, 2023

CAROLINAS WEALTH CONSULTING LLC

RIA

CRD#: 300003

CHARLOTTE, NC

Past

May 22, 2017 - June 6, 2011

CAROLINAS INVESTMENT CONSULTING LLC

RIA

CRD#: 104379

CHARLOTTE, NC

Past

November 15, 2004 - April 17, 2001

CAROLINAS INVESTMENT CONSULTING LLC

RIA

CRD#: 104379

CHARLOTTE, NC

Past

November 15, 2004 - August 16, 2023

CAROLINAS INVESTMENT CONSULTING LLC

CRD#: 104379

CHARLOTTE, NC

Past

October 20, 2003 - November 17, 2004

CAPFINANCIAL SECURITIES, LLC.

RIA

CRD#: 126291

CHARLOTTE, NC

Past

October 20, 2003 - November 17, 2004

CAPFINANCIAL SECURITIES, LLC.

CRD#: 126291

RALEIGH, NC

Past

April 1, 2002 - October 30, 2003

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

CHARLOTTE, NC

Past

April 1, 2002 - October 30, 2003

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

September 27, 1995 - April 1, 2002

WACHOVIA SECURITIES, INC.

CRD#: 431

CHARLOTTE, NC

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".

VERUM PARTNERS LLC

CRD#: 301058 / SEC#: 801-115236

RIA

Registered Investment Advisory firm - (5/2/2019 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.

Highlighted states indicate IAR registrations

IAR

North Carolina
(8/15/2023)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/24/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/15/1995

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: 9/26/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/19/2000

General Securities Principal Examination

Current Firm

VERUM PARTNERS LLC

CRD#: 301058 / SEC#: 801-115236

RIA

Registered Investment Advisory firm - (5/2/2019 Approved)

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Contact information

Main Address

2333 Randolph Road Suite 250, Charlotte, NC 28207

Mailing Address

Phone number

(980) 771-3999

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VERUM PARTNERS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2/13/2026)

VERUM PARTNERS WRAP FEE BROCHURE (2/13/2026)

Regulatory assets under management

Total Number of Accounts	1,560
AUM (Assets Under Management)	$ 1,014,129,210

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/08/2025	Cover Page	Report
05/16/2024	Cover Page	Report

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

David A. Perkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Allen Perkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAROLINAS WEALTH CONSULTING LLC

CAROLINAS INVESTMENT CONSULTING LLC

CAROLINAS INVESTMENT CONSULTING LLC

CAROLINAS INVESTMENT CONSULTING LLC

CAPFINANCIAL SECURITIES, LLC.

CAPFINANCIAL SECURITIES, LLC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WACHOVIA SECURITIES, INC.

Primary Firm SEC Registration

VERUM PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/24/1998

Series 63

Date: 12/15/1995

SIE

Date: 10/1/2018

Series 7

Date: 9/26/1995

Series 24

Date: 4/19/2000

Current Firm

VERUM PARTNERS LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VERUM PARTNERS LLC

TRUST BUT VERIFY

Contact information

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