Financial ADVSR advisor directory · SEC adviser records
Perennial Financial Services financial advisors in Los Angeles, CA
Every SEC-registered investment adviser representative at a Perennial Financial Services office in Los Angeles, A to Z.
The short answer
23 registered advisors work at Perennial Financial Services in Los Angeles, out of 47 at the firm nationwide; it ranks number 27 in the city by advisors. 5 list the CFP designation and 22 are also registered broker representatives.
Perennial Financial Services advisors in Los Angeles, A to Z
Every Perennial Financial Services advisor →- Bart R. AlbrigoInvestment adviser rep
- Robert D. BarberAlso a broker rep
- Eddie C. ChanAlso a broker rep
- Betty ChinAlso a broker rep
- Stan D. ChooCertified Financial Planner · Also a broker rep
- Carole R. FordCertified Financial Planner · Also a broker rep
- Michael D. FullerAlso a broker rep
- Neelab HakamiAlso a broker rep
- Bradley B. HarrisAlso a broker rep
- Jason R. HorgAlso a broker rep
- Amy W. JohnsonAlso a broker rep
- Ben E. LawlerAlso a broker rep
- Carlos C. LluchCertified Financial Planner · Also a broker rep
- Evidio T. Mayea IIIAlso a broker rep
- Gregory MorseCertified Financial Planner · Also a broker rep
- Christopher A. NowakowskiAlso a broker rep
- John B. PetrickAlso a broker rep
- Brandon B. SchwartzAlso a broker rep
- Dennis F. ShuCertified Financial Planner · Also a broker rep
- Alan R. SimeonAlso a broker rep
- Ethan J. SmithAlso a broker rep
- Zachary D. StatzerAlso a broker rep
- Dane C. StreeterAlso 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
Fresno, CA 10Santa 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 Los Angeles
All Los Angeles advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 341J.P. Morgan Securities LLC 308Capital Client Group, Inc. 288Morgan Stanley 199Lido 186UBS Financial Services Inc. 137Wells Fargo Clearing Services, LLC 127Rockefeller Financial LLC 98Seia 71Capital Group Private Client Services, Inc. 70MML Investors Services, LLC 58Strategic Advisers LLC 55
Questions
How many financial advisors does Perennial Financial Services have in Los Angeles?
23 investment adviser representatives are registered at Perennial Financial Services offices in Los Angeles, California, according to the SEC's Investment Adviser Public Disclosure records, out of 47 nationwide. 5 list the CFP designation and 22 are also registered as broker representatives.
Is Perennial Financial Services one of the largest advisor employers in Los Angeles?
Perennial Financial Services ranks number 27 in Los Angeles by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 341.
How do I check a Perennial Financial Services advisor in Los Angeles?
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.