Mark Perkins
Investment adviser representative at Summit Financial, LLC
21 yearsExperience
1 stateRegistered in
$26.3BFirm assets
7 yearsFirm in business
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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
21 years in the industry.
- Summit Financial, LLCJan 2024 to now
- Purshe Kaplan Sterling InvestmentsJan 2024 to now
- Summit Financial dba Garrett, Perkins & Horton Advisory PartnersOct 2023 to now
- Ameriprise Financial Services, Inc.Sep 2005 to Jan 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (AL).
Summit Financial, LLC
$26.3BAssets managed
18,393Clients
226Advisers
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
- 2747865
- Firm CRD
- 299322