Financial ADVSR advisor directory · SEC adviser records
Perennial Financial Services financial advisors in California
Every SEC-registered investment adviser representative at a Perennial Financial Services office in California, by city and A to Z.
The short answer
40 registered advisors work at Perennial Financial Services in California, out of 47 nationwide; it's the firm's number 1 state by advisors, and the most are in Los Angeles (23). 11 list the CFP designation and 39 are also registered broker representatives.
Perennial Financial Services advisors by city in California
Every firm in California →Los Angeles 23Fresno 10Santa Monica 2Arroyo Grande 1Fountain Valley 1Glendale 1Los Alamitos 1Rocklin 1
Perennial Financial Services advisors in California, A to Z
Search by name →- Bart R. AlbrigoLos Angeles
- Davis D. AldanaLos Alamitos
- David P. AronovitchSanta Monica
- Robert D. BarberLos Angeles
- Eddie C. ChanLos Angeles
- Betty ChinLos Angeles
- Stan D. ChooLos Angeles · Certified Financial Planner
- Mary D. CollinsFresno · Chartered Financial Consultant
- Maddox R. De NunzioArroyo Grande
- Robert G. FarmerFresno
- Carole R. FordLos Angeles · Certified Financial Planner
- Michael D. FullerLos Angeles
- Neelab HakamiLos Angeles
- Bradley B. HarrisLos Angeles
- Jason R. HorgLos Angeles
- Amy W. JohnsonLos Angeles
- Steven J. JollyFresno
- Kory A. KeithSanta Monica
- Ben E. LawlerLos Angeles
- Carlos C. LluchLos Angeles · Certified Financial Planner
- Ryan J. LouieFresno · Certified Financial Planner
- Evidio T. Mayea IIILos Angeles
- Mackenzie M. McCombsFresno
- Thane S. McCreadyFountain Valley · Certified Financial Planner
- Gregory MorseLos Angeles · Certified Financial Planner
- Christopher A. NowakowskiLos Angeles
- John B. PetrickLos Angeles
- Erin F. RedmondFresno
- Nikolaus S. RedmondFresno · Certified Financial Planner
- Brandon B. SchwartzLos Angeles
- Devin G. ShaefferFresno
- Dennis F. ShuLos Angeles · Certified Financial Planner
- Alan R. SimeonLos Angeles
- Eric R. SimoniansFresno · Certified Financial Planner
- Jeffrey W. SinclairRocklin · Certified Financial Planner
- Ethan J. SmithLos Angeles
- Zachary D. StatzerLos Angeles
- Dane C. StreeterLos Angeles
- Shirley C. TanGlendale
- Brian J. UllmannFresno · Certified Financial Planner
Perennial Financial Services advisors in every state →Perennial Financial Services: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Perennial Financial Services financial advisors are in California?
40 investment adviser representatives are registered at Perennial Financial Services offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 47 at the firm nationwide. 11 list the CFP designation and 39 are also registered as broker representatives.
Where in California does Perennial Financial Services have the most advisors?
Los Angeles, with 23, then Fresno (10). Perennial Financial Services has advisors in 8 cities in California.
How do I check a Perennial Financial Services advisor in California?
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.