David Allen Perkins
Investment adviser representative at Verum Partners LLC
22 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Verum Partners LLCAug 2023 to now
- Carolinas Wealth Consulting LLCMay 2019 to Aug 2023
- Carolinas Investment Consulting LLCNov 2004 to Aug 2023
Designations
- PFS
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (NC).
Verum Partners LLC
$1BAssets managed
405Clients
16Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2616463
- Firm CRD
- 301058