Christopher
Nowakowski
Perennial Financial Services
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About this Advisor
Christopher Nowakowski is a financial advisor operating in Los Angeles, California who has 6 years of industry experience. Nowakowski works at Perennial Financial Services. Throughout their career, they have worked at Lpl Financial, LLC, Perennial Financial & Insurance Services, LLC and Perennial Financial Services (Perennial Investment Advisors LLC). Nowakowski has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Perennial Financial Services is an advisory company operating out of Los Angeles, CA. It has offices in nine locations and a total of 22 financial advisors. It controls $686 million in assets between its 2,918 client accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm serves six charitable organizations. Of its 2,918 client accounts, 20% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The business performs a broad range of services, such as 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 typically vary depending on which services the firm provides the client. Fee types charged by Perennial Financial Services can consist 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
Christopher Nowakowski Work History
Christopher has been registered as a financial advisor for 6 years.*
Perennial Financial Services (Perennial Investment Advisors LLC)
Perennial Financial & Insurance Services, LLC
Lpl Financial, LLC
*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 Christopher Nowakowski 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
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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