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SP

Samuel G. Perkins

PERKINS FUND MARKETING, L.L.C.
Jupiter, FL 33477
Some features on this profile are disabled
CRD#: 7694693
SP

Professional summary

Samuel Gilman Perkins is a registered financial professional currently at PERKINS FUND MARKETING, L.L.C. located in Jupiter, Florida.

Samuel is registered as a RR (Registered Representative) and started their career in finance in 2023. Samuel has worked at 1 firm and has passed the Series 63, Series 82TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Samuel Gilman Perkins's CRS (Customer Relationship Summary).
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

July 20, 2023 - Present

PERKINS FUND MARKETING, L.L.C.

Office #1: 1001 N Us Highway 1 Suite 204, Jupiter, FL 33477
BD
CRD#: 45642
Jupiter, FL

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(11/6/2023)
RR
Florida
(7/20/2023)
RR
Georgia
(1/16/2024)
RR
Massachusetts
(9/19/2024)
RR
Minnesota
(6/18/2024)
RR
Nebraska
(10/8/2024)
RR
New York
(11/6/2023)
RR
North Carolina
(5/21/2025)
RR
Oregon
(1/16/2024)
RR
Texas
(11/6/2023)
RR
Washington
(1/16/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 11/2/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 7/20/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 4/12/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

PF
PERKINS FUND MARKETING, L.L.C.
PERKINS FUND MARKETING, L.L.C. | SASCO HILL SECURITIES, LLC

CRD#: 45642 / SEC#: , 8-51126

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
1001 N Us Highway 1 Suite 204, Jupiter, FL 33477
Mailing Address
1001 N Us Highway 1 Suite 204, Jupiter, FL 33477
Phone number
(954) 953-6350
Established
Delaware since 05/05/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (34 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PERKINS, GILMAN CRAIGPRESIDENT, PFO, POO,2710210
ARMSTRONG, HOWARD DEANECCO865141

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

PERKINS FUND MARKETING, L.L.C.

CRD#: 45642Jupiter, FL 33477

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