Michael Perkins has held the title Member at Ridgeline Wealth Advisors since July 2016, is not listed as a control person, but directly owns between 10% and 25% of the firm. Michael Perkins holds a Degree in Accounting and Business Management with a minor in Economics from North Carolina State University.
Ridgeline Wealth Advisors, LLC. is a Raleigh, NC firm with $189M under management, 199 clients and 4 advisers across 6 offices, as of its July 2026 filing.
Mike Perkins is Senior Wealth Planner of Ridgeline Wealth Advisors, based in Raleigh, North Carolina. Before his involvement in launching Ridgeline Wealth, he spent more than four decades as a CPA. As a partner and Senior Wealth Planner, he is primarily responsible for client services, tax reviews, financial planning and wealth preservation.
Michael Perkins’ longest registration is the current one, 10 years at Ridgeline Wealth Advisors since 2016. Before joining Ridgeline Wealth Advisors in 2016, Michael Perkins was registered through Envision Wealth Planning and Hornor, Townsend & Kent, Inc.
- – present · 10 yearsRaleigh, NC · Adviser representative · Firm CRD 284843
- Envision Wealth Planning– · 2 yearsRaleigh, NC · Adviser representative · Firm CRD 128441
- Hornor, Townsend & Kent, Inc.– · 6 yearsRaleigh, NC · Adviser representative · Firm CRD 4031
Professional designations
Listed by Ridgeline Wealth Advisors
- CPA
- Personal Financial Specialist (PFS)
Investment adviser representative registrations
Michael Perkins is registered as an investment adviser representative in North Carolina, since September 2016.
- North CarolinaSince 2 September 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 January 2008 |
| Series 7 | General Securities Representative Examination | 9 May 2001 |
| Series 66 | Uniform Combined State Law Examination | 29 November 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Michael F Perkins
- CRD
- 4248817
- Firm
- Ridgeline Wealth Advisors · CRD 284843
- Role
- Member
- Office
- 7500 SIX FORKS RD, SUITE 100, Raleigh, NC 27615
- Registration
- Investment adviser registration
- In the industry since
- January 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ridgelinewealthadvisors.com
Where does Michael Perkins work?
Michael Perkins has held the title Member at Ridgeline Wealth Advisors, LLC. since July 2016.
Is Michael Perkins a financial advisor?
Yes. Michael Perkins has a current investment-adviser registration in North Carolina, through Ridgeline Wealth Advisors since September 2016.
How many years of experience does Michael Perkins have?
Michael Perkins has 18 years in the financial industry, since January 2008, across 3 adviser firms.
What exams has Michael Perkins passed?
Michael Perkins has passed 3 licensing exams: the Series 66, Series 7 and Series 65. The earliest, the Series 66, was passed in November 2000.
Where did Michael Perkins work before Ridgeline Wealth Advisors?
Before Ridgeline Wealth Advisors, Michael Perkins was registered through Envision Wealth Planning, June 2014 to September 2016; Hornor, Townsend & Kent, Inc., January 2008 to June 2014.
Where is Michael Perkins based?
Michael Perkins’ registered office is in Raleigh, NC.
Is Michael Perkins registered with FINRA?
No. Michael Perkins has no current broker registration.
How can I verify Michael Perkins’ record?
Search CRD 4248817 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Perkins’ full registration record.