AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
GP

Gilman Craig Perkins

PERKINS FUND MARKETING, L.L.C.
JUPITER, FL
·CRD# 2710210·30 years experience

Professional Summary

Gilman Craig Perkins, who also goes by Chip Perkins, is a registered financial advisor currently at PERKINS FUND MARKETING, L.L.C. located in Jupiter, Florida. Gilman is registered as a RR (Registered Representative) and started their career in finance in 1996. Gilman has worked at 3 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 31, Series 7, Series 14 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chip Perkins

Blog Corner

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
View profile
Spencer Carpenter Iv
Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

PALM BEACH, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
Boris Niko
Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

Delray Beach, FL · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
Spencer Carpenter Iv
Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

PALM BEACH, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
Boris Niko
Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

Delray Beach, FL · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
Spencer Carpenter Iv
Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

PALM BEACH, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
Boris Niko
Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

Delray Beach, FL · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
Spencer Carpenter Iv
Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

PALM BEACH, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
Boris Niko
Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

Delray Beach, FL · CRD#

Years of Experience

30 years in the financial services industry

Current & Past Employments

PERKINS FUND MARKETING, L.L.C.·CRD# 45642
BD
1. 1001 N Us Highway 1 Suite 204, Jupiter, FL 334772. 1001 N Us Highway 1 Suite 204, Jupiter, FL 33477
October 29, 1998 - Present
LAMON & STERN, INC.·CRD# 10839
BD
Atlanta, GA
September 15, 1997 - January 29, 1998
AMS SECURITIES, INC.·CRD# 26450
BD
Darien, CT
March 11, 1996 - September 11, 1997

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
Spencer Carpenter Iv
Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

PALM BEACH, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
Boris Niko
Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

Delray Beach, FL · CRD#

Current Firm

PF
PERKINS FUND MARKETING, L.L.C.

PERKINS FUND MARKETING, L.L.C. | SASCO HILL SECURITIES, LLC

CRD#: 45642 / SEC#: 8-51126
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

1001 N Us Highway 1 Suite 204, Jupiter, FL 33477

Mailing Address

1001 N Us Highway 1 Suite 204, Jupiter, FL 33477

Phone Number

(954) 953-6350

Established

Delaware since 05/05/1998

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (35 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PERKINS, GILMAN CRAIGPRESIDENT, PFO, POO,2710210
ARMSTRONG, HOWARD DEANECCO865141

Disclosures

Regulatory Event

1

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
Spencer Carpenter Iv
Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

PALM BEACH, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
Boris Niko
Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

Delray Beach, FL · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
Spencer Carpenter Iv
Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

PALM BEACH, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
Boris Niko
Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

Delray Beach, FL · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alaska
(4/22/2021)
RR
Arizona
(11/17/2009)
RR
California
(1/19/1999)
RR
Colorado
(11/17/2009)
RR
Connecticut
(10/29/1998)
RR
Delaware
(11/17/2009)
RR
District of Columbia
(11/17/2009)
RR
Florida
(1/28/1999)
RR
Georgia
(9/27/2007)
RR
Hawaii
(10/4/2007)
RR
Illinois
(3/5/2002)
RR
Louisiana
(8/17/2020)
RR
Maine
(11/17/2009)
RR
Maryland
(11/17/2009)
RR
Massachusetts
(1/19/1999)
RR
Michigan
(10/4/2007)
RR
Minnesota
(8/7/2007)
RR
Missouri
(10/3/2007)
RR
Nebraska
(10/8/2024)
RR
New Hampshire
(11/2/2007)
RR
New Jersey
(1/26/2001)
RR
New York
(11/19/1998)
RR
North Carolina
(11/17/2009)
RR
Ohio
(2/15/2000)
RR
Oklahoma
(9/19/2019)
RR
Oregon
(1/11/2002)
RR
Pennsylvania
(5/21/1999)
RR
Rhode Island
(11/15/2007)
RR
Tennessee
(4/16/2002)
RR
Texas
(2/3/1999)
RR
Vermont
(4/16/2002)
RR
Virginia
(6/7/1999)
RR
Washington
(12/18/2001)
RR
Wyoming
(8/18/2020)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1996About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed May 2014About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Mar 1996About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 24 — General Securities Principal Examination

Passed Aug 1998About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
Spencer Carpenter Iv
Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

PALM BEACH, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
Boris Niko
Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

Delray Beach, FL · CRD#

CRS (Client Relationship Summary) - BD

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

CRS (Customer Relationship Summary)

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
Spencer Carpenter Iv
Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

PALM BEACH, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
Boris Niko
Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

Delray Beach, FL · CRD#
GP
Follow Gilman
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required