Financial ADVSR advisor directory · SEC adviser records
Perennial Financial Services financial advisors in Fresno, CA
Every SEC-registered investment adviser representative at a Perennial Financial Services office in Fresno, A to Z.
The short answer
10 registered advisors work at Perennial Financial Services in Fresno, out of 47 at the firm nationwide; it ranks number 11 in the city by advisors. 4 list the CFP designation and 10 are also registered broker representatives.
Perennial Financial Services advisors in Fresno, A to Z
Every Perennial Financial Services advisor →- Mary D. CollinsChartered Financial Consultant · Also a broker rep
- Robert G. FarmerAlso a broker rep
- Steven J. JollyAlso a broker rep
- Ryan J. LouieCertified Financial Planner · Also a broker rep
- Mackenzie M. McCombsAlso a broker rep
- Erin F. RedmondAlso a broker rep
- Nikolaus S. RedmondCertified Financial Planner · Also a broker rep
- Devin G. ShaefferAlso a broker rep
- Eric R. SimoniansCertified Financial Planner · Also a broker rep
- Brian J. UllmannCertified Financial Planner · Also a broker rep
Perennial Financial Services advisors in every city and state →Perennial Financial Services: assets, clients and custodians →Advisor Moves: who changed firms this week →
Perennial Financial Services advisors in other cities
Los Angeles, CA 23Santa Monica, CA 2St. Paul, MN 2Arroyo Grande, CA 1Astoria, NY 1Boise, ID 1Fountain Valley, CA 1Glendale, CA 1Lake Saint Louis, MO 1Los Alamitos, CA 1New Yor City, NY 1Rocklin, CA 1Scottsdale, AZ 1
Other firms in Fresno
All Fresno advisors →LPL Financial LLC 79Wells Fargo Clearing Services, LLC 55Morgan Stanley 31Ameriprise Financial Services, LLC 19Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Wells Fargo Advisors Financial Network, LLC 14Commonwealth Financial Network 12Principal Securities, Inc. 11Eagle Strategies LLC 10Osaic Wealth, Inc. 10RBC Capital Markets, LLC 10Charles Schwab & Co., Inc. 7
Questions
How many financial advisors does Perennial Financial Services have in Fresno?
10 investment adviser representatives are registered at Perennial Financial Services offices in Fresno, California, according to the SEC's Investment Adviser Public Disclosure records, out of 47 nationwide. 4 list the CFP designation and 10 are also registered as broker representatives.
Is Perennial Financial Services one of the largest advisor employers in Fresno?
Perennial Financial Services ranks number 11 in Fresno by registered advisors; LPL Financial LLC has the most, with 79.
How do I check a Perennial Financial Services advisor in Fresno?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Perennial Financial Services office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.