Five Star award winners Price Perkins LLC

As seen in
Richmond Five Star award winners
PROFESSIONAL PROFILE
                            
                                            Contact Us
                                        
Price Perkins LLC
10146 W. Broad St, Ste B
Glen Allen, VA 23060
Office: 804-592-2375
litsa@priceperkins.com
www.priceperkins.com
Professional ApproachPrice Perkins works with a select group of individuals, families and corporations in coordinating all of their financial affairs. Our team provides the necessary guidance that clients need to make successful financial decisions in the areas of wealth preservation, accumulation, maximization and transfer of wealth. We accomplish this by providing professional advice and planning, client education, customized solutions and consistent delivery of exceptional service. Price Perkins works exclusively with two area credit unions:  Henrico Federal Credit Union and Connects Federal Credit Union, by providing full service comprehensive financial planning solutions for their members. With our dedication and commitment to our clients’ financial needs we build more than portfolios, we build relationships
Dennis PerkinsFounding PartnerPhone: 804-592-2375

As a Partner of Price Perkins, Dennis oversees the growth and strategy of the firm, as well as providing sophisticated financial advice coupled with exceptional service tailored to meet each client's individual needs. Dennis has led the Wealth Management program for Henrico Federal Credit Union since 2004 with the goal of providing financial planning solutions to their members and Henrico County government employees. Dennis specializes in the areas of VRS pension/PLOP retirement planning and retirement income distribution from deferred compensation 457/403(b)/401(k) plans.
Dennis received his Bachelor of Arts degree with concentration in Economics and Business from Randolph Macon College in Ashland, Virginia.
Dennis is a member of the National Eagle Scout Association, serves on the Prospera Financial Directors Circle and is the Chairman of Stewardship for Gwathmey Baptist Church. Also, in 2021 for the tenth year in a row, Dennis has been recognized by Richmond Magazine as one of the area's Five Star Wealth Managers.
Dennis is a Registered Investment Company Products and Variable Contracts Representative, General Securities Representative and an Investment Advisory Representative. Dennis also maintains Uniform Securities Agent State Law and Life Insurance licenses.
 
Ken PriceFounding PartnerPhone: 804-592-2375

Ken ensures the focus of the firm to be sophisticated non-biased wealth management solutions tailored to meet each client's individual needs. Ken has worked with several credit unions over the last thirteen years to provide financial planning solutions to their memberships while serving in various leadership roles at a regional wealth management firm. Ken is dedicated to establishing highly personalized solutions and being the key to helping clients reach their financial goals with a firm that provides stability and education to clients.
Ken has been actively involved in the financial planning industry since 1997. Ken has served as a Trustee and had a seat on the Investment Committee of Guidestone Financial Resources, a Christian based financial services provider and Lipper Award winner.  Ken had the honor of receiving the “James Dunks Advocate Award” from Prospera Financial Services in 2011 for his involvement in the community.  
Ken graduated from Virginia Tech with a Bachelor of Science-Immunology/Chemistry emphasis. Ken is a Registered representative from Prospera Financial Services. He is licensed for Variable Contracts and Annuity products, as well as a General Securities Representative and Investment Advisory Representative. Ken also maintains Uniform Securities Agent State Law and Life and Health insurance licenses.
 
                    See Accomplishments
                
                        This award was issued on 11/1/21 by Five Star Professional (FSP) for the time period 2/8/21 through 9/10/21. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 937 Richmond-area wealth managers were considered for the award; 67 (7% of candidates) were named 2021 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2020: 873, 69, 8%, 11/1/20, 3/2/20 – 9/25/20. 2019: 979, 77, 8%, 11/1/19, 2/25/19 – 10/7/19. 2018: 939, 94, 10%,11/1/18, 3/16/18 – 10/4/18. 2017: 771, 93, 12%, 11/1/17, 3/15/17 – 10/6/17. 2016: 687, 144, 21%, 10/1/16, 5/6/16 – 10/4/16. 2015: 710, 190, 27%, 10/1/15, 5/6/15 – 9/30/15. 2014: 1242, 187, 15%, 10/1/14, 5/6/14 – 9/30/14. 2013: 802, 190, 24%, 10/1/13, 5/6/13 – 9/30/13. 2012: 663, 163, 25%, 10/1/12, 5/6/12 – 9/30/12.

                        Click to access BrokerCheck
            
Securities and advisory services offered through Prospera Financial Services, Inc.  Member FINRA/SIPC

 The information contained on this website is for general use, and while we believe all information to be reliable and accurate, it is important to remember individual situations may be entirely different. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us or the purchase or sale of any securities.

        *Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
    
                    Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.  FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.