David Allen Perkins is a registered financial advisor at IRONVINE CAPITAL PARTNERS, LLC located in Omaha, Nebraska.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. David has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Before working with a financial advisor, it is imperative to see whether or not they have any disclosures and if they do, whether or not you are comfortable with the disclosures that are on their record.
Disclosures in the financial services industry fall under the following categories: criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments.
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STATE SECURITY LAW EXAM ()
GENERAL INDUSTRY/PRODUCTS EXAM ()
PRINCIPAL/SUPERVISORY EXAM ()
STATE REGISTRATIONS (2)
SRO REGISTRATIONS (0)
Some financial advisors may work at more than one firm. Click the employer below (current or previous) to view their data
IRONVINE CAPITAL PARTNERS, LLC (#168892)
9290 W. Dodge Rd; Ste 203, Omaha, NE, 68114
1/3/2019 - Current
PREVIOUS EMPLOYERS (2)
WEITZ SECURITIES, INC. (#17673)
2/5/2004 - 1/2/2019
MCCARTHY & CO. (#18489)
8/29/2002 - 1/21/2004
David Allen Perkins
Experience: 21 years / 3 firms
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Disclosures range from criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments. Access disclosures with a free AdvisorCheck membership.
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