Advisor at Perennial Financial Services
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Firm
Perennial Financial Services
Location
Los Angeles, CA 90025
Credentials
CFP®, Series 63
Industry experience
34 years
Carlos Lluch is a CFP®-designated financial advisor with over 34 years of industry experience. He has been with Perennial Financial Services since 2017 and also maintains a longstanding affiliation with LPL Financial. In addition to his advisory work, he operates an insurance agency, Perennial Legacy Insurance Solutions. Perennial Financial Services offers investment advisory and consulting to individuals, trusts, retirement plans, and businesses. The firm provides discretionary asset management and financial planning with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor portfolios and retirement plan solutions.
Based on Perennial Financial Services
Based on Perennial Financial Services
Up to $25,000 per engagement for financial planning and consulting services.
Up to 2.00% annually (maximum, negotiable)
Representatives may earn commissions as registered representatives of LPL for securities sold outside advisory accounts; no commissions on advisory accounts.
Up to $350 per hour for financial planning and consulting services.
11620 Wilshire Boulevard, Suite 400
Los Angeles, CA 90025
California
Perennial Financial Services (Perennial Investment Advisors LLC)
2017 - Present (9 years)
LPL Financial
1996 - Present (30 years)
Insurance Options
1989 - Present (37 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
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