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Craig Perkins

Investment adviser representative at Latitude Advisors in Arlington Heights, IL

Investment adviser and broker registrationsUpdated

Craig Perkins is an investment adviser representative at Latitude Advisors, LLC, an investment adviser managing $567M, and works from its Arlington Heights, IL office. Craig Perkins has been registered through Latitude Advisors since 9 January 2012, has 34 years in the industry across 7 firms and has passed the Series 7, Series 63 and Series 65.

34
Years in industry
14
Years at firm
7
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Craig Perkins has been an investment adviser representative at Latitude Advisors since January 2012, and is not listed among the firm’s executive officers or direct owners.

Latitude Advisors, LLC is a firm with $567M under management, 1,590 clients and 65 advisers across 26 offices, as of its April 2026 filing.

Craig Perkins’ longest registration is the current one, 14 years at GWN Securities Inc. since 2012. Before joining Latitude Advisors in 2012, Craig Perkins was registered through Kovack Advisors, Inc. and SWBC Investment Company.

  1. – present · 14 years
    Arlington Heights, IL · Adviser representative · Firm CRD 151001
  2. GWN Securities Inc.Also current
    – present · 14 years
    Arlington Heights, IL · Adviser representative and broker · Firm CRD 128929
  3. Kovack Advisors, Inc.
    – · 3 years
    FT. Lauderdale, FL · Adviser representative · Firm CRD 140808
  4. SWBC Investment Company
    – · under a year
    San Antonio, TX · Adviser representative · Firm CRD 140994
  5. Royal Alliance Associates, Inc.
    – · 1 year
    Schaumburg, IL · Adviser representative · Firm CRD 23131
  6. Clifton Gunderson Financial Advisors L.L.C.
    – · under a year
    Schaumburg, IL · Adviser representative · Firm CRD 111297
  7. Royal Alliance Associates, Inc.
    – · 2 years
    Schaumburg, IL · Adviser representative · Firm CRD 23131
  8. Nsa Securities Corporation
    – · 5 years
    Schaumberg, IL · Adviser representative · Firm CRD 38472

Credentials and registrations

Investment adviser representative registrations

Craig Perkins is registered as an investment adviser representative in Illinois, since January 2012.

  • IllinoisSince 9 January 2012

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 657 August 1998
Name
Uniform Investment Adviser Law Examination
Series 6313 April 1991
Name
Uniform Securities Agent State Law Examination
Series 75 April 1991
Name
General Securities Representative Examination

Key facts

Full name
Craig Roger Perkins
CRD
2137063
Firm
Latitude Advisors · CRD 151001
Office
Arlington Heights, IL
Registration
Investment adviser and broker registrations
In the industry since
February 1992
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Craig Perkins work?

Craig Perkins is an investment adviser representative registered through Latitude Advisors, LLC since January 2012, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Craig Perkins a financial advisor?

Yes. Craig Perkins has a current investment-adviser registration in Illinois, through Latitude Advisors since January 2012.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Craig Perkins have?

Craig Perkins has 34 years in the financial industry, since February 1992, across 7 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Craig Perkins passed?

Craig Perkins has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in April 1991. FINRA credited Craig Perkins with the SIE, which began in October 2018.

Source: IAPD individual record, checked 24 October 2026

Where did Craig Perkins work before Latitude Advisors?

Before Latitude Advisors, Craig Perkins was registered through Kovack Advisors, Inc., October 2008 to December 2011; SWBC Investment Company, April 2008 to October 2008; Royal Alliance Associates, Inc., January 2007 to April 2008; Clifton Gunderson Financial Advisors L.L.C., October 2006 to January 2007; Royal Alliance Associates, Inc., May 2004 to October 2006; Nsa Securities Corporation, November 1998 to June 2004.

Source: IAPD individual record, checked 24 October 2026

Where is Craig Perkins based?

Craig Perkins’ registered office is in Arlington Heights, IL.

Source: IAPD individual record, checked 24 October 2026

Is Craig Perkins registered with FINRA?

Yes. Craig Perkins has a current broker registration, under CRD 2137063.

Source: FINRA BrokerCheck

How can I verify Craig Perkins’ record?

Search CRD 2137063 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Craig Perkins’ full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Latitude Advisors

Sources

  1. IAPD individual record, CRD 2137063, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Latitude Advisors, LLC, filed 22 April 2026. Executive officers and direct owners; this person is not among them.