Ben
Lawler
Perennial Financial Services
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About this Advisor
Ben Lawler is a financial advisor operating in Los Angeles, California with a total of 6 years of industry experience. Lawler is currently employed by Perennial Financial Services. Throughout their career, they have worked at Lpl Financial, LLC, Pro Active Advisors, Inc and Perennial Financial Services (Perennial Investment Advisors LLC). Lawler holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Perennial Financial Services is a registered investment business that has its headquarters in Los Angeles, CA. It has offices in nine locations and a total of 22 advisors. It has $686 million in assets across its 2,918 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm provides services to six charitable organizations. Of its 2,918 client accounts, 20% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees charged by Perennial Financial Services most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Perennial Financial Services Brokerage Details
$686,390,353
22
2,918
$235,226
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Ben Lawler Work History
Ben has been registered as a financial advisor for 6 years.*
Perennial Financial Services (Perennial Investment Advisors LLC)
Lpl Financial, LLC
Pro Active Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ben Lawler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Perennial Financial Services
Los Angeles, CA
Santa Monica, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Boise, ID
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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