BP
BP

Brian Carlyle Perkes

28 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
29 advisors
Number of Clients
705 clients
Average Client Portfolio
$64.2M average
Assets Under Management
$45.3B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

Frisco, TX

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian owns Old Timer Properties, LLC, a rental property managed by a management company, dedicating minimal time to paying bills. He also volunteers as a Stake Presidency 1st Counselor at The Church Of Jesus Christ of Latter-day Saints, spending a few hours per week, and owns another rental home managed by a property manager, requiring minimal time.

Employment History
Current Registrations
Thornburg Investment Management INC
February 2025 - Present · 1 yr
Thornburg Securities LLC
January 2023 - Present · 3 yrs 1 mo
Thornburg Securities LLCBroker
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Advisors Asset Management, INC.
April 2018 - December 2022 · 4 yrs 8 mos
Advisors Asset Management, INC.Broker
March 2018 - December 2022 · 4 yrs 9 mos
Crossmark Distributors, INC.Broker
September 2017 - March 2018 · 6 mos
Ofi Private Investments INC
September 2000 - December 2005 · 5 yrs 3 mos
Oppenheimerfunds Distributor, INC.Broker
October 1998 - June 2017 · 18 yrs 8 mos
American Express Financial Advisors INC.Broker
February 1997 - July 1998 · 1 yr 5 mos
Ids Life Insurance CompanyBroker
February 1997 - July 1998 · 1 yr 5 mos
State Registrations3 states
MINMTX
AdvisorBroker
Exams
No exam information available for this advisor.
Brian Carlyle Perkes - Financial Advisor | TrueAdvisor