Shawn R. Perkins
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.
Shawn Rueben Perkins, who also goes by Shawn R Perkins, was a registered financial professional .
Shawn is a previously registered financial professional and started their career in finance in 2012. Shawn had worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 7, 2015 - April 14, 2024
LIFETIME FINANCIAL, INC.
March 14, 2012 - August 3, 2012
PARK AVENUE SECURITIES LLC
State Registrations and Notice Filings
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Exams
Current Firm
LIFETIME FINANCIAL, INC.
CRD#: 161124 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 313 |
| AUM (Assets Under Management) | $ 49,075,182 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
