Unclaimed Profile

Wesley Kyle Perkins

WORLD TREE FINANCIAL, LLC·LAFAYETTE, Louisiana

SIE, Series 6, Series 7, Series 6621 years registeredWORLD TREE FINANCIAL, LLC

1817 BERTRAND DRIVE, LAFAYETTE, LA 70506CRD# 4565682Firm CRD# 151663

Profile Verification

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

Identity

Wesley Kyle Perkins · LAFAYETTE, LA

Registration

CRD #4565682 · WORLD TREE FINANCIAL, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WORLD TREE FINANCIAL, LLC

WORLD TREE FINANCIAL, LLC

Dec 2009 – Mar 2019

LAFAYETTE, LA

CHASE INVESTMENT SERVICES CORP.

Jul 2005 – Dec 2009

LAFAYETTE, LA

BANC ONE SECURITIES CORPORATION

Mar 2005 – Jul 2005

LAFAYETTE, LA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 66

Registration record

First registered · March 22, 2005

Years registered · 21

Disclosure History

2021Regulatory·Final

2018Civil·Final

2018Customer Dispute·Pending

2018Regulatory·Pending

2016Customer Dispute·Settled

2009Customer Dispute·Settled

2007Customer Dispute·Settled

8 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WORLD TREE FINANCIAL, LLC

CRD 151663 · SEC 801-70736

AUM

$48M

Regulatory assets under management

Employees

340 client accounts

Services offered by WORLD TREE FINANCIAL, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WORLD TREE FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Wesley Kyle Perkins offer?

Wesley Kyle Perkins specializes in Investment Management, Wealth Management.

What are Wesley Kyle Perkins's credentials?

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

Where is Wesley Kyle Perkins located?

Wesley Kyle Perkins is based in LAFAYETTE, Louisiana, last registered with WORLD TREE FINANCIAL, LLC.

How does Wesley Kyle Perkins charge for services?

Wesley Kyle Perkins's firm is compensated through percentage of aum, other: fees may be negotiable. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WORLD TREE FINANCIAL, LLC?

WORLD TREE FINANCIAL, LLC has approximately 1 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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