Timothy A. Perkins

INTEGRITY WEALTH MANAGEMENT

Sarasota, FL 34238-3056

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CRD#: 6636694

Professional summary

Timothy Adam Perkins, who also goes by Adam Perkins, is a registered financial advisor currently at INTEGRITY WEALTH MANAGEMENT located in Sarasota, Florida.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Timothy has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adam 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.

1) TIMOTHY ADAM PERKINS, INDEPENDENT INSURANCE AGENT, 2106 HIGH ST, DES MOINES, IA INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 05/13/20, INV REL, 10/WK- 0/TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Adam 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®

None

Experience

Current

October 18, 2023 - Present

INTEGRITY WEALTH MANAGEMENT

Office #1: 6561 Palmer Park Circle Suite C, Sarasota, FL 34238-3056

RIA

CRD#: 137803

Sarasota, FL

Past

September 23, 2021 - September 29, 2023

SEACREST WEALTH MANAGEMENT, LLC

RIA

CRD#: 147092

DES MOINES, IA

Past

May 5, 2020 - June 11, 2021

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Des Moines, IA

Past

May 5, 2020 - June 11, 2021

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Des Moines, IA

Past

January 23, 2018 - May 11, 2020

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

DES MOINES, IA

Past

July 11, 2017 - May 11, 2020

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

DES MOINES, IA

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

Florida
(10/18/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/24/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/11/2017

General Securities Representative Examination

Current Firm

INTEGRITY WEALTH MANAGEMENT

INTEGRITY WEALTH MANAGEMENT | INTEGRITY WEALTH MANAGEMENT, INC.

CRD#: 137803 / SEC#:

Florida

Registered Investment Advisory firm - (1/2/2006 Approved)

Texas

Registered Investment Advisory firm - (12/15/2012 Conditional Restricted)

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Contact information

Main Address

6561 Palmer Park Circle Suite C, Sarasota, FL 34238-3056

Mailing Address

Phone number

(941) 955-2700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	202
AUM (Assets Under Management)	$ 66,328,845

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.

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Timothy A. Perkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Adam Perkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY WEALTH MANAGEMENT

SEACREST WEALTH MANAGEMENT, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/24/2017

SIE

Date: 10/1/2018

Series 7

Date: 7/11/2017

Current Firm

INTEGRITY WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTEGRITY WEALTH MANAGEMENT

TRUST BUT VERIFY

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