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Eric Andrew Perkins

Investment Adviser Representative at TRILOGY CAPITAL, INC.

Chino Hills, CACRD #2338014Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
States Registered
1 states
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Eric Andrew Perkins has worked in the securities industry since 1993. They have passed the Series 66, 63, 26, 24, 7, and 6 examinations. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
California
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/1/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 5/7/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/26/2000
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/5/1993
Series 24
General Securities Principal Examination
Passed 8/31/2001
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 11/22/1995

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Account minimum: $5,500

Firm-stated minimum; may be waived at the firm's discretion.

Source

Trilogy Capital, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LPL FINANCIAL LLCCurrent
11/29/2017Chino Hills, CA
TRILOGY CAPITAL, INC.Current
12/1/2015Irvine, CA
LPL FINANCIAL LLC
11/29/20174/13/2018Huntington Beach, CA
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)
4/7/201111/29/2017West Covina, CA
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)
2/13/20064/5/2011West Covina, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eric Andrew 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.

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Eric Andrew Perkins - Financial Advisor in Chino Hills, CA | AdvisorFinder