Brian Carlyle Perkes
Investment adviser representative at Thornburg Investment Management Inc
28 yearsExperience
1 stateRegistered in
$54.5BFirm assets
43 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
28 years in the industry.
- Thornburg Investment Management IncJan 2025 to now
- Advisors Asset Management, IncMar 2018 to now
- Thornburg Securities LLCDec 2022 to Dec 2024
- Crossmark Distributors, Inc.Aug 2017 to Mar 2018
- Crossmark Global Investments, Inc.Aug 2017 to Mar 2018
- Oppenheimerfunds Distributor, Inc.Jul 1998 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MI).
Thornburg Investment Management Inc
$54.5BAssets managed
635Clients
42Advisers
43 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
- 2847414
- Firm CRD
- 106357