Eddie
Chan
Perennial Financial Services
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About this Advisor
Eddie Chan is a financial advisor based in Los Angeles, California with a total of 1 year of industry experience. Chan works at Perennial Financial Services. During their career, the advisor has held roles at Ameriprise Financial Services, Inc, Lpl Financial and Perennial Investment Advisors, LLC. Chan has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Perennial Financial Services is a registered investment business operating out of Los Angeles, CA. The firm has offices in nine locations and a total of 22 advisors. It oversees $686 million in assets under management across its 2,918 customer accounts, placing it among the bigger firms in the country by assets under management. The firm serves six charities and foundations. Of its 2,918 client accounts, 20% are held by high-net-worth individuals who have more than $1 million in assets. Perennial Financial Services offers a number 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. A financial advisor's fee schedules typically are based on which services are offered. Fees charged by Perennial Financial Services may 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
Eddie Chan Work History
Eddie has been registered as a financial advisor for 1 years.*
Lpl Financial
Perennial Investment Advisors, LLC
Ameriprise Financial Services, Inc
Ameriprise Financial Services, 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 Eddie Chan 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
Encino, CA
Boise, ID
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