Craig Perkins has been an investment adviser representative at CDP Financial Group since June 2011, and is not listed among the firm’s executive officers or direct owners. Craig Perkins studied at the University of Southern California.
CDP Financial Group, LLC is a Littleton, CO firm with $100M under management, 110 clients and 2 advisers in one office, as of its March 2026 filing.
Craig Perkins is with CDP Financial Group, LLC. After 20 years at Connecticut General, where he became investment sales manager, Perkins established his own Registered Investment Advisory practice, CDP Financial Group, in 2011. His focus is portfolio design and the evaluation and critique of mutual funds and ETFs.
Craig Perkins’ longest registration is the current one, 15 years at CDP Financial Group since 2011. Before joining CDP Financial Group in 2011, Craig Perkins was registered through MCL Financial Group, Inc.
- CDP Financial Group, LLCCurrent– present · 15 yearsLittleton, CO · Adviser representative · Firm CRD 155725
- MCL Financial Group, Inc.– · 12 yearsLittleton, CO · Adviser representative · Firm CRD 41180
Professional designations
Listed by CDP Financial Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Craig Perkins is registered as an investment adviser representative in Colorado, since June 2011.
- ColoradoSince 28 June 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 10 December 2003 |
| Series 7 | General Securities Representative Examination | 18 November 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 November 1982 |
| Series 1 | Registered Representative Examination | 27 April 1979 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Representative Examination
- Full name
- Craig Dorian Perkins
- CRD
- 865539
- Firm
- CDP Financial Group · CRD 155725
- Office
- 26 W. DRY CREEK CIRCLE, SUITE 460, Littleton, CO 80120
- Registration
- Investment adviser registration
- In the industry since
- May 1979
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cdpfinancial.com
Where does Craig Perkins work?
Craig Perkins is an investment adviser representative registered through CDP Financial Group, LLC since June 2011, and is not listed among the firm’s executive officers or direct owners.
Is Craig Perkins a financial advisor?
Yes. Craig Perkins has a current investment-adviser registration in Colorado, through CDP Financial Group since June 2011.
How many years of experience does Craig Perkins have?
Craig Perkins has 47 years in the financial industry, since May 1979, across 2 adviser firms.
What exams has Craig Perkins passed?
Craig Perkins has passed 4 licensing exams: the Series 1, Series 63, Series 7 and Series 24. The earliest, the Series 1, was passed in April 1979. FINRA credited Craig Perkins with the SIE, which began in October 2018.
Where is Craig Perkins based?
Craig Perkins’ registered office is in Littleton, CO.
Is Craig Perkins registered with FINRA?
No. Craig Perkins has no current broker registration.
Is Craig Perkins a CFP?
CDP Financial Group lists Craig Perkins with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Craig Perkins’ record?
Search CRD 865539 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Craig Perkins’ full registration record.