Anthony Lee

Chief Compliance Officer at Perennial Financial Services

Role: Chief Compliance Officer at Perennial Financial Services
Location: Torrance, CA, US
LinkedIn followers: 500 followers

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Experience

Chief Compliance Officer
Perennial Financial Services
May 2021 — Present · Los Angeles, CA, US
Securities offered through LPL Financial, Member FINRA/SIPC. advice offered through Perennial Financial Services, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with Perennial Financial Services may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Contact information

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Work email
•••••@perennialfs.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Perennial Financial Services

Financial Services · 36 employees · Founded 2004 · Los Angeles, California, United States

Perennial Financial Services distinguishes itself by offering a specialized approach to total wealth management by adhering to the belief that no single advisor can specialize in all facets of financial planning. At the heart of our philosophy is the fundamental belief that specialized knowledge and expertise will ultimately produce a superior and higher quality total wealth management strategy. Like our name, Perennial, our team is committed to developing deep, longstanding relationships with our clients by delivering sound strategies for building, preserving and transferring wealth from generation to generation. Confidence is earned through our ability to ascertain objectives on a case-by-case basis, serving in partnership with our clients to optimize their entire financial picture. We maintain a high standard of excellence through an emphasis of specialized knowledge and thoughtful innovation. We believe that through this disciplined process and insight, we can ultimately achieve success for our financial consultants of Perennial Financial Services are registered representatives with and securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Perennial Investment Advisors, a registered investment advisor. Perennial Investment Advisors and Perennial Financial Services are separate entities from LPL Financial.

perennialfs.com

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