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Credentials
CFP®, ChFC®, Series 63, Series 66
Experience Industry experience
32 years
Location
Winnsboro, LA 71295
Edward Jones
Institution
David Perkins is a CFP® and ChFC® with 31 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Winnsboro, LA. His other business activities include ownership of commercial and retail businesses in Louisiana, though he has no active responsibilities in these ventures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Winnsboro, LA
6602 Main Street
Winnsboro LA 71295
Advisors at this office
1
Louisiana · Texas
32 years of industry experience
Edward Jones
2011 - Present • 15 years
St Louis, MO
Chase Investment Services Corp.
2005 - 2011 • 6 years
LA
Banc One Securities Corporation
2005 - 2005 • 1 year
West Monroe, LA
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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