Michael
Fuller

Perennial Financial Services

CRD#2738831
Investment Advisor
in Los Angeles, CA

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About this Advisor

Michael Fuller is a financial advisor based in Los Angeles, California, working with Perennial Financial Services. Michael has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Perennial Investment Advisors, LLC, and Lpl Financial, LLC. Michael has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Michael is part of Perennial Financial Services, which operates out of Los Angeles, California. The firm has 10 offices and 34 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Perennial Financial Services includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11620 Wilshire Boulevard Suite 400
Los Angeles, CA 90025

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Perennial Financial Services Brokerage Details

Total Assets Under Management

$1,483,758,945

CA Average: $7,578,581,321
Total Number of Employees

34

CA Average: 43
Total Number of Accounts

2,590

CA Average: 3,727
Average Account Size

$572,880

CA Average: $2,033,427

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

Michael Fuller Work History

2021 - Present (3 years)

Perennial Investment Advisors, LLC

2021 - Present (3 years)

Lpl Financial, LLC

2009 - 2021 (12 years)

Raymond James Financial Services Advisors, Inc

1996 - 2021 (25 years)

Raymond James Financial Services, Inc

Disclosures

Please visit the SEC profile of Michael Fuller 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

Ximena Silva-Avila
Eden Prairie, MN
Dennis Shu
Los Angeles, CA
Robert Barber
Los Angeles, CA
Zachary Madick
Los Angeles, CA
Brandon Schwartz
Los Angeles, CA
Bart Albrigo
Los Angeles, CA
David Aronovitch
Santa Monica, CA
Evidio Mayea
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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