Mitchell
Perara

Lpl Financial LLC

CRD#2070914
Investment Advisor
in Valencia, CA

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About this Advisor

Mitchell Perara is a financial advisor who works out of Valencia, California with 5 years of industry experience. Perara is an employee of Lpl Financial LLC. The advisor has gained experience at J.P. Morgan Securities LLC, Invest Financial Corporation, Logix Fcu and Lpl Financial LLC. Perara has Series 63 and Series 66 licenses, designating them as a securities agent, and can work in Arizona and California. Lpl Financial LLC is an advisory firm that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 advisors. It administers $368 billion in assets under management across its 1,688,501 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth individuals who have more than $1 million in assets. Lpl Financial LLC performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules largely depend on the financial services provided. Fee types billed by Lpl Financial LLC can be comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 years

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

27918 Franklin Pkway
Valencia, CA 91355

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

CA Average: $646,059,043
Total Number of Employees

31,366

CA Average: 13
Total Number of Accounts

1,688,501

CA Average: 661
Average Account Size

$217,956

CA Average: $977,396

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
  • Educational seminars/workshops
  • Other

Mitchell Perara Work History

Mitchell has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Lpl Financial LLC

2014 - Present (10 years)

Logix Fcu

2014 - 2018 (4 years)

Invest Financial Corporation

2012 - 2014 (2 years)

J.P. Morgan Securities 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 Mitchell Perara 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Hyun Song
Vienna, VA
Robert Notarfrancesco
Bridgeport, CT
Rebecca Chiccino
Charlestown, MA
Kevin Harvey
Chico, CA
Gregory Mason
Biloxi, MS
Keith Clark
Corpus Christi, TX
Joseph Praino
Purchase, NY

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.

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