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

George W. Perkins

Some features on this profile are disabled
CRD#: 360247
GP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

George William Perkins II, who also goes by George William Perkins, was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1970. George had worked at 8 firms and has passed the Series 1 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


George William Perkins

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 3, 1995 - December 31, 2001

IAC SECURITIES, INC.

BD
CRD#: 14081
TINLEY PARK, IL
Past

December 16, 1989 - November 7, 1995

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

March 9, 1989 - December 16, 1989

LINSCO FINANCIAL GROUP, INC.

BD
CRD#: 524
Past

April 15, 1988 - April 6, 1989

SECURITY DISTRIBUTORS

BD
CRD#: 3336
Past

March 31, 1975 - March 29, 1989

FINANCIAL CONSULTANTS, INC.

BD
CRD#: 1819
Past

June 13, 1972 - February 24, 1974

OSAIC FS, INC.

BD
CRD#: 3870
Past

May 3, 1971 - August 5, 1972

EQUITY FUNDING SECURITIES CORPORATION

BD
CRD#: 1000004
Past

August 20, 1970 - June 17, 1971

TIER ONE PARTNERS, INC.

BD
CRD#: 4090

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 1
Date: 3/11/1969
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 00
Date: 1/11/1972
General Securities Principal Examination

Current Firm


IS
IAC SECURITIES, INC.
IAC SECURITIES D/B/A MME NETWORK ADVISERS | TRI-MERICA SECURITIES CORPORATION | THRIFT DISCOUNT BROKERAGE, INC. | MME NETWORK ADVISERS | IAC SECURITIES, INC.

CRD#: 14081 / SEC#: , 8-30220

BD
Terminated by SEC on 04/16/2002
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Iowa since 05/19/1983
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ILONA FINANCIAL GROUPSHAREHOLDER
FAIR, NORMAN ARNOLDDIRECTOR SECRETARY1359414
ROBERTS, ALBERTA STEPHENSPRESIDENT & CHIEF COMPLIANCE OFFICER2681068
ROBERTSON, SHARON RUTHCHIEF FINANCIAL OFFICER & VP1793255

Disclosures


Regulatory Event1

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.

Company Information


IAC SECURITIES, INC.

CRD#: 14081

TRUST BUT VERIFY

Monitor George Perkins

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics