Brian Joseph Perkins
Investment Adviser Representative at CDP Financial Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brian Joseph Perkins is an investment adviser representative with CDP Financial Group, LLC in Littleton, CO, where they have been registered since 2016. They have worked in the securities industry since 2014 and have been registered with 3 firms, including Colorado Financial Service Corporation and MCL Financial Group, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Colorado.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado
- Broker:
7 states and territories
Arizona, California, Colorado, Connecticut, Massachusetts, New Mexico, Oklahoma
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- FUJI First SonositeNov 2014 – Apr 2018Bothel, WA
- Colorado Financial Service CorporationJul 2016 – Sep 2020Centennial, CO
- CDP FinancialNov 2016 – no end date reportedLittleton, CO
- Emerson Equity LLCSep 2020 – no end date reportedSan Mateo, CA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CDP Financial Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $50,000 (waivable)
- Up to $250,0001.50%
- $250,000 - $500,0001.25%
- $500,000 - $1,000,0001.00%
- Over $1,000,0000.75%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement planning, investment planning, risk management, and company retirement plans. The firm develops personalized strategies tailored to clients' retirement and legacy goals, crafts investment strategies aligned with financial objectives and risk tolerance, conducts risk assessments to mitigate financial vulnerabilities, and assists businesses in creating and managing retirement plans.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Littleton, CO
- SEC file number:
- 801-135676
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 25, 2026
View full firm profileOther advisors at CDP Financial Group, LLC
1 other advisor in the directory
View CDP Financial Group, LLC firm profileSimilar advisors in Littleton, CO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Joseph Perkins has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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