Perkins invited to attend 2019 Circle of Excellence Conference
STEUBENVILLE — Ken Perkins, registered representative with Tri-State Financial Services has been invited to attend the Cetera Advisor Networks 2019 Circle of Excellence Conference at the J.W. Marriott Marco Island Beach Resort, Marco Island, Fla. This event will recognize an exclusive group of fellow advisors, senior leaders and strategic partners and allow Perkins to network with other top producers from throughout the United States. Each of the four days will feature business meetings focused on professional development and practice management sessions intended to help each attendee and their business become even more successful.
“My team and I are excited to have the opportunity to recognize and reward you for your outstanding service and commitment to your clients and our profession,” said Thomas B. Taylor, president and chief executive officer of Cetera Advisor Networks.
This is Perkins’ first qualification for the “Circle of Excellence” as a Platinum qualifier he and his wife Becky will receive hotel accommodations for three nights at the resort, air transportation to and from the conference, ground transportation, scheduled meal functions and activities.
Tri-State Financial Services was established in March 1985 as a MetLife Affiliate and continued as an affiliate of MetLife until 2013 when the independent Broker Dealer division was sold to Cetera Advisor Networks. Perkins has qualified annually for Leaders or Presidents conferences since 1985. Perkins was recognized as a Presidents Conference Qualifier with Cetera Advisor Networks, LLC at the “Connect 18” conference in San Antonio, Texas. where he and his wife attended a four day conference (Aug. 22-25 2018) meeting with industry leaders from throughout the United States.
In 2018 Perkins added over $15 million in new investments to his over $110 million of assets currently under management. In 2018 Perkins had set a goal of $1 million monthly in new deposits and as of Dec. 31, 2018, he had exceeded that goal depositing over $15 million in new deposits for the calendar year 2018.
Tri-State Financial Services currently has offices located in Steubenville and East Liverpool. Their agents and advisors have a total of over 80 years combined experience. The firm has a 33 year track record of award winning service to its clients in 20 states the firm currently manages over $150 million in assets. The firm is a full-service financial firm committed to helping people pursue their financial goals offering a wide range of financial products and services to individuals and business owners. Contact them at 800-264-6381 or 740-264-4466.