Joseph M Perkins
Investment Adviser Representative at Horizon Financial Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joseph M. Perkins is an investment adviser representative with Horizon Financial Services, LLC in Winston Salem, NC, where they have been registered since 2017. They have worked in the securities industry since 2015 and have been registered with 3 firms, including Northwestern Mutual Investment Services, LLC and WS Griffith Securities, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
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.
- Northwestern Mutual LIFE InsuranceMay 2014 – Nov 2016Milwaukee, WI
- Northwestern Mutual Investment Services LLCJun 2014 – Nov 2016Winston Salem, NC
- Horizon Financial Services, LLCMay 2017 – no end date reportedWinston-salem, NC
- NEW Horizon Financial Services, Inc.Apr 2017 – no end date reportedWinston-salem, NC
- UnemployedNov 2016 – Apr 2017Kernersville, NC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Horizon Financial Services, 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
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
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:
- 5
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Winston Salem, NC
- SEC file number:
- 801-113778
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Horizon Financial Services, LLC
4 other advisors in the directory
Similar advisors in Winston Salem, NC
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. Joseph M 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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