Mark Perkins has been an investment adviser representative at Independence Financial Advisors since May 2018, and is not listed among the firm’s executive officers or direct owners.
Independence Financial Advisors, LLC is a Franklin, NH firm with $464M under management, 2,777 clients and 7 advisers across 8 offices, as of its December 2025 filing.
- – present · 8 yearsNashua, NH · Adviser representative · Firm CRD 156305
Investment adviser representative registrations
Mark Perkins is registered as an investment adviser representative in 3 states. Each was approved in May 2018.
- MaineSince 30 May 2018
- MassachusettsSince 31 May 2018
- New HampshireSince 30 May 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 May 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mark Paige Perkins
- CRD
- 3124653
- Firm
- Independence Financial Advisors · CRD 156305
- Office
- 33 Main Street, Suite 201, Nashua, NH 03064
- Registration
- Investment adviser registration
- In the industry since
- May 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Mark Perkins work?
Mark Perkins is an investment adviser representative registered through Independence Financial Advisors, LLC since May 2018, and is not listed among the firm’s executive officers or direct owners.
Is Mark Perkins a financial advisor?
Yes. Mark Perkins has a current investment-adviser registration in Maine, Massachusetts and New Hampshire, through Independence Financial Advisors since May 2018.
How many years of experience does Mark Perkins have?
Mark Perkins has 8 years in the financial industry, since May 2018, across 1 adviser firm.
What exams has Mark Perkins passed?
Mark Perkins passed the Series 65 in May 2017.
Where is Mark Perkins based?
Mark Perkins’ registered office is in Nashua, NH.
Is Mark Perkins registered with FINRA?
No. Mark Perkins has no current broker registration.
How can I verify Mark Perkins’ record?
Search CRD 3124653 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Perkins’ full registration record.