Nicholas Perkins has been an investment adviser representative at CPR Investments since February 2019, and is not listed among the firm’s executive officers or direct owners.
CPR Investments Inc is a Rochester, MI firm with $239M under management, 1,172 clients and 25 advisers across 16 offices, as of its August 2026 filing.
- CPR Investments IncCurrent– present · 7 yearsHampstead, NC · Adviser representative · Firm CRD 139067
Investment adviser representative registrations
Nicholas Perkins is registered as an investment adviser representative in 2 states. The first approvals date from February 2019; the most recent is North Carolina, in August 2020.
- North CarolinaSince 27 August 2020
- OhioSince 13 February 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 February 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Nicholas Paul Perkins
- CRD
- 7072122
- Firm
- CPR Investments · CRD 139067
- Office
- Hampstead, NC
- Registration
- Investment adviser registration
- In the industry since
- February 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Nicholas Perkins work?
Nicholas Perkins is an investment adviser representative registered through CPR Investments Inc since February 2019, and is not listed among the firm’s executive officers or direct owners.
Is Nicholas Perkins a financial advisor?
Yes. Nicholas Perkins has a current investment-adviser registration in North Carolina and Ohio, through CPR Investments since February 2019.
How many years of experience does Nicholas Perkins have?
Nicholas Perkins has 7 years in the financial industry, since February 2019, across 1 adviser firm.
What exams has Nicholas Perkins passed?
Nicholas Perkins passed the Series 65 in February 2019.
Where is Nicholas Perkins based?
Nicholas Perkins’ registered office is in Hampstead, NC.
Is Nicholas Perkins registered with FINRA?
No. Nicholas Perkins has no current broker registration.
How can I verify Nicholas Perkins’ record?
Search CRD 7072122 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nicholas Perkins’ full registration record.
