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Financial advisor earns platinum status at Certera Circle of Excellence

2 min read

STEUBENVILLE - Ken Perkins, owner/president of Tri-State Financial Services, earned a platinum level status qualification, placing him in the top 235 advisors at Cetera Financial Group's annual awards conference, Circle of Excellence.

Since 2013, Perkins has been affiliated with Cetera, the premiere financial advisor Wealth Hub where financial advisors and institutions optimize their control and value creation. Each year, Circle of Excellence recognizes the accomplishments and leadership of Cetera's top professionals.

As a perennial qualifier for the Circle of Excellence since 2018, Perkins and his spouse Becky have made many friends at the conferences. In addition to these friendships networks have formed and a small group communicates bi-monthly and keeps each other motivated and informed of best practices to reach individual goals.

Tim Stinson, leader of Cetera's Large Enterprise Channel, said, "Cetera's Circle of Excellence award winners represent the very best of our advisor community. We are deeply grateful for the dedication they bring to Cetera and their clients each day, and for their commitment tot helping individuals and families move confidently toward their goals. These financial professionals embody the values that drive Cetera forward, and we're proud to recognize their outstanding achievements during this year's Circle of Excellence."

Besides participating in the Circle of excellence awards, conference attendees also enjoyed a variety of sessions, networking opportunities and presenters, including informative and inspirational keynote speakers.

Perkins has been fulfilling the financial needs of individuals and businesses in the Tri State region since 1991. He has 41 years of experience in the financial services industry.

Cetera Financial Group (Cetera) is the premier financial advisor Wealth Hub, empowering independent advisors and institutions with personalized support, flexible affiliation models, and end-to-end growth solutions. Home to approximately 12,000 financial professionals and institutions, Cetera's multi-channel ecosystem enables financial professionals to grow, scale or transition their businesses on their own terms.

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