Unclaimed Profile

Steve Russell Perkins

EPLAN ADVISORS, LLC·DENVER, Colorado

Clean recordEPLAN ADVISORS, LLC

4949 S. SYRACUSE ST., DENVER, CO 80237CRD# 6157139Firm CRD# 112504

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steve Russell Perkins · DENVER, CO

Registration

CRD #6157139 · EPLAN ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Steve Russell Perkins is a registered financial advisor based in DENVER, Colorado, affiliated with EPLAN ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

EPLAN ADVISORS, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at EPLAN ADVISORS, LLC →

Services

Publication of periodicals/newsletters

Background

Compensation

Other: FEES BASED ON TOTAL ACCUMULATED PLAN ASSET VALUE

Regulatory

SEC/IARD CRD# 6157139

Firm CRD# 112504

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Frequently Asked Questions

What services does Steve Russell Perkins offer?

Steve Russell Perkins is a registered financial advisor in DENVER, Colorado. Contact their office for details on services offered.

What are Steve Russell Perkins's credentials?

Steve Russell Perkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steve Russell Perkins located?

Steve Russell Perkins is based in DENVER, Colorado, working with EPLAN ADVISORS, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Steve Russell Perkins charge for services?

Steve Russell Perkins's firm is compensated through other: fees based on total accumulated plan asset value. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EPLAN ADVISORS, LLC?

EPLAN ADVISORS, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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