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Adam Keith Perkins is a financial advisor professional located in Clayton, MO. They specialize in financial advisory. With over 24 years of experience, they bring deep expertise to every client.
Adam Keith Perkins - Umb Financial Services, Inc. holds an active professional license (FINRA CRD) for your protection.
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Adam Keith Perkins operates Umb Financial Services, Inc. from Clayton, Missouri. With 24 years in the financial advisory field, Perkins brings sustained experience to client relationships. His professional standing is documented through a FINRA CRD registration (License #4240388), which governs his activities in securities and investment advisory work. This registration reflects compliance with industry regulatory standards and ongoing oversight by the Financial Industry Regulatory Authority.
A FINRA CRD license indicates registration with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees brokers and investment advisors in the United States. This registration means the license holder has met baseline competency requirements and is subject to ongoing compliance monitoring and continuing education obligations. The CRD number serves as a public identifier for regulatory records. This designation signals that the advisor operates within a defined legal framework and is accountable to FINRA's rules and enforcement mechanisms.