James Perkins

from Quantum Private Wealth, LLC
SEC regulated
Regulated Investment Advisor
James Perkins is a financial advisor based in Florida, Tampa, with 39 years of experience. James currently works for Quantum Private Wealth, LLC. James maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James Perkins works at Quantum Private Wealth, LLC
Quantum Private Wealth, LLC is a financial advisory firm based in Tampa, Florida. It currently has approximately $220,969,731 of assets under management and employs about 3 people. Quantum Private Wealth, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
18 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
400 N. Ashley Drive, Suite 1900, Tampa, Florida, 33602

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