CP
CP

Craig Roger Perkins

33 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
1,675 clients
Average Client Portfolio
$227K average
Assets Under Management
$379.5M

Fee Structure

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Location

Arlington Heights, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Craig works as an independent contractor for Integrity Insurance Financial Services, selling fixed and health insurance, dedicating about half his time to this role. He also spends about 10-20% of his time as a senior advisor, locating cash flow savings for businesses and referring them to people that can execute the savings.

Employment History
Current Registrations
Latitude Advisors, LLC
January 2012 - Present · 14 yrs 1 mo
Gwn Securities INC.
January 2012 - Present · 14 yrs 1 mo
Gwn Securities INC.Broker
January 2012 - Present · 14 yrs 1 mo
Previous Registrations
Kovack Advisors, INC.
January 2011 - December 2011 · 11 mos
Kovack Securities INC.Broker
January 2011 - December 2011 · 11 mos
Kovack Securities INC.Broker
October 2008 - December 2010 · 2 yrs 2 mos
Kovack Advisors, INC.
October 2008 - December 2010 · 2 yrs 2 mos
Swbc Investment Company
April 2008 - October 2008 · 6 mos
Swbc Investment Services, LLCBroker
March 2008 - October 2008 · 7 mos
Royal Alliance Associates, INC.
January 2007 - April 2008 · 1 yr 3 mos
Royal Alliance Associates, INC.Broker
January 2007 - April 2008 · 1 yr 3 mos
Clifton Gunderson Financial Advisors L.L.C.
October 2006 - January 2007 · 3 mos
Cg Brokerage L.L.C.Broker
October 2006 - January 2007 · 3 mos
Royal Alliance Associates, INC.
May 2004 - October 2006 · 2 yrs 5 mos
Royal Alliance Associates, INC.Broker
May 2004 - October 2006 · 2 yrs 5 mos
Nsa Securities Corporation
November 1998 - June 2004 · 5 yrs 7 mos
Nsa Securities CorporationBroker
November 1998 - June 2004 · 5 yrs 7 mos
Mfi Investments CORP.Broker
January 1998 - November 1998 · 10 mos
Laughlin Group Advisors, INC.Broker
January 1995 - February 1998 · 3 yrs 1 mo
First of America Brokerage Service, INC.Broker
September 1993 - June 1994 · 9 mos
Hochman & Baker Securities, INC.Broker
May 1992 - September 1993 · 1 yr 4 mos
Edward D. Jones & CO., L.P.Broker
April 1991 - January 1992 · 9 mos
State Registrations3 states
FLILNC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.