Unclaimed Profile

Michael Wayne Perkins

TALIS ADVISORY SERVICES, LLC·RICHARDSON, Texas

Series 7, Series 66Clean record20 years registeredTALIS ADVISORY SERVICES, LLC

3400 NORTH CENTRAL EXPRESSWAY, RICHARDSON, TX 75080CRD# 4879082Firm CRD# 135145

Profile Verification

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

Identity

Michael Wayne Perkins · RICHARDSON, TX

Registration

CRD #4879082 · TALIS ADVISORY SERVICES, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TALIS ADVISORY SERVICES, LLC

TALIS ADVISORY SERVICES, LLC

Oct 2005 – Oct 2018

PLANO, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · October 27, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TALIS ADVISORY SERVICES, LLC

CRD 135145 · SEC 801-67609

AUM

$366M

Regulatory assets under management

Employees

564 client accounts

Services offered by TALIS ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TALIS ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Wayne Perkins offer?

Michael Wayne Perkins specializes in Financial Planning, Investment Management.

What are Michael Wayne Perkins's credentials?

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

Where is Michael Wayne Perkins located?

Michael Wayne Perkins is based in RICHARDSON, Texas, last registered with TALIS ADVISORY SERVICES, LLC.

How does Michael Wayne Perkins charge for services?

Michael Wayne Perkins's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TALIS ADVISORY SERVICES, LLC?

TALIS ADVISORY SERVICES, LLC has approximately 50 employees and manages $366M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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