Unclaimed Profile

Carlos Calcagno Lluch

PERENNIAL INVESTMENT ADVISORS, LLC·LOS ANGELES, California

SIE, Series 6, Series 7, Series 24, Series 63CFPClean record28 years registeredPERENNIAL INVESTMENT ADVISORS, LLC

11620 WILSHIRE BOULEVARD, LOS ANGELES, CA 90025CRD# 2145061Firm CRD# 286477

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carlos Calcagno Lluch · LOS ANGELES, CA

Registration

CRD #2145061 · PERENNIAL INVESTMENT ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

PERENNIAL FINANCIAL SERVICES

Jun 2017 – present

LPL FINANCIAL LLC

Dec 1997 – Sep 2017

AGOURA HILLS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · December 31, 1997

Years registered · 28

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PERENNIAL INVESTMENT ADVISORS, LLC

CRD 286477 · SEC 801-110619

AUM

$1.5B

Regulatory assets under management

Employees

2,590 client accounts

Services offered by PERENNIAL INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PERENNIAL INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Carlos Calcagno Lluch offer?

Carlos Calcagno Lluch specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Carlos Calcagno Lluch's credentials?

Carlos Calcagno Lluch holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Carlos Calcagno Lluch located?

Carlos Calcagno Lluch is based in LOS ANGELES, California, working with PERENNIAL INVESTMENT ADVISORS, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Carlos Calcagno Lluch charge for services?

Carlos Calcagno Lluch's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PERENNIAL INVESTMENT ADVISORS, LLC?

PERENNIAL INVESTMENT ADVISORS, LLC has approximately 34 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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