Unclaimed Profile

Ryan Jaire Louie

PERENNIAL INVESTMENT ADVISORS, LLC·LOS ANGELES, California

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record13 years registeredPERENNIAL INVESTMENT ADVISORS, LLC

11620 WILSHIRE BOULEVARD, LOS ANGELES, CA 90025CRD# 4435975Firm CRD# 286477

Profile Verification

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

Identity

Ryan Jaire Louie · LOS ANGELES, CA

Registration

CRD #4435975 · PERENNIAL INVESTMENT ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

PERENNIAL FINANCIAL SERVICES

Jan 2023 – present

LPL FINANCIAL LLC

Nov 2019 – present

LPL FINANCIAL LLC

Nov 2017 – Mar 2019

FORT MILL, SC

FORD FINANCIAL GROUP

Jan 2017 – May 2023

FRESNO, CA

LPL FINANCIAL LLC

Sep 2012 – Apr 2017

FORT MILL, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · September 17, 2012

Years registered · 13

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 Ryan Jaire Louie offer?

Ryan Jaire Louie specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Ryan Jaire Louie's credentials?

Ryan Jaire Louie holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ryan Jaire Louie located?

Ryan Jaire Louie 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 Ryan Jaire Louie charge for services?

Ryan Jaire Louie'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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