Carlos
Lluch
Perennial Financial Services
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About this Advisor
Carlos Lluch is a certified financial planner based out of Los Angeles, California who has 6 years of relevant experience. Lluch is currently employed by Perennial Financial Services. Throughout their career, Lluch has worked at Insurance Options, Lpl Financial LLC and Perennial Financial Services (Perennial Investment Advisors LLC). Lluch has a Series 63 license, qualifying them as a securities agent, and is approved to advise clients in California. Perennial Financial Services is a registered investment company that has its headquarters in Los Angeles, CA. The firm has offices in nine locations and a total of 22 people on staff. It has $686 million in total assets among its 2,918 accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm provides services to six charitable organizations. Of its 2,918 client accounts, 20% are associated with high-net-worth individuals who have at least $1 million in investable assets. Perennial Financial Services provides a diverse array 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. Financial management fees are based on the financial services offered. Fee types billed by Perennial Financial Services likely consist of any blend of 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
Carlos Lluch Work History
Carlos has been registered as a financial advisor for 6 years.*
Perennial Financial Services (Perennial Investment Advisors LLC)
Lpl Financial LLC
Insurance Options
*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 Carlos Lluch 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
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Santa Monica, CA
Los Angeles, CA
Los Angeles, CA
Encino, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.