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Wesley Kyle Perkins

WORLD TREE FINANCIAL, LLC·LAFAYETTE, Louisiana
Clean recordWORLD 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Wesley Kyle Perkins is a registered financial advisor based in LAFAYETTE, Louisiana, affiliated with WORLD TREE FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
WORLD TREE FINANCIAL, LLC
WORLD TREE FINANCIAL, LLC
AUM
$48M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at WORLD TREE FINANCIAL, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: FEES MAY BE NEGOTIABLE
Regulatory
SEC/IARD CRD# 4565682
Firm CRD# 151663
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Wesley Kyle Perkins offer?
Wesley Kyle Perkins specializes in Investment Management, Wealth Management. Contact their office in LAFAYETTE, Louisiana for a consultation.
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, working with WORLD TREE FINANCIAL, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
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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Other Advisors at WORLD TREE FINANCIAL, LLC

Priscilla Eleanor Gilmore
LAFAYETTE, LA

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Research
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