MP
Mark P. Perkins
INDEPENDENCE FINANCIAL ADVISORS
Nashua, NH 03064
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CRD#: 3124653
MP
Professional summary
Mark Paige Perkins is a registered financial advisor currently at INDEPENDENCE FINANCIAL ADVISORS, LLC located in Nashua, New Hampshire.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Mark has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Paige Perkins's 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®
NoneExperience
Current
May 30, 2018 - Present
INDEPENDENCE FINANCIAL ADVISORS, LLC
Office #1: 33 Main Street Suite 201, Nashua, NH 03064RIA
CRD#: 156305
Nashua, NH
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".
IF
INDEPENDENCE FINANCIAL ADVISORS, LLC
GML FINANCIAL ADVISORY SERVICES, LLC | INDEPENDENCE FINANCIAL ADVISORS, LLC
CRD#: 156305 / SEC#: 801-81025
RIA
Registered Investment Advisory firm - (3/12/2015 Approved)Florida
Registered Investment Advisory firm - (4/2/2015 Terminated)Massachusetts
Registered Investment Advisory firm - (4/2/2015 Terminated)New Hampshire
Registered Investment Advisory firm - (4/9/2015 Terminated)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
Maine(5/30/2018)
IAR
Massachusetts(5/31/2018)
IAR
New Hampshire(5/30/2018)
Current Firm
IF
INDEPENDENCE FINANCIAL ADVISORS, LLC
GML FINANCIAL ADVISORY SERVICES, LLC | INDEPENDENCE FINANCIAL ADVISORS, LLC
CRD#: 156305 / SEC#: 801-81025
RIA
Registered Investment Advisory firm - (3/12/2015 Approved)Florida
Registered Investment Advisory firm - (4/2/2015 Terminated)Massachusetts
Registered Investment Advisory firm - (4/2/2015 Terminated)New Hampshire
Registered Investment Advisory firm - (4/9/2015 Terminated)PREMIUM
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Contact information
Main Address
402 Central Street, Franklin, NH 03235
Mailing Address
Phone number
(603) 934-4445
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,065 |
| AUM (Assets Under Management) | $ 463,792,334 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INDEPENDENCE FINANCIAL ADVISORS, LLC
CRD#: 156305Nashua, NH 03064TRUST BUT VERIFY
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