Brad Harris
Managing Director - Retirement Planning @Perennial Financial Services
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WORK HISTORY
Managing Director - Retirement Planning @Perennial Financial Services
Los Angeles, CA, US
Brad Harris, AIF is a registered representative with and securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Investment Advice offered through Perennial Investment Advisors, a registered investment advisor. Perennial Investment Advisors and Perennial Financial Services are separate entities from LPL Financial.California Insurance License #0F18180Third 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.For a list of the states in which I am registered to do business, please visit
EDUCATION
California Lutheran University
BS
California Lutheran University
Master of Business Administration (M.B.A.), Financial Planning
SKILLS
ABOUT BRAD HARRIS
Brad Harris began his career as a financial advisor at Waddell and Reed, where he demonstrated exceptional expertise in the field. Seeking further knowledge and growth, Brad joined Perennial Financial Services and LPL Financial in early 2007, marking a significant milestone in his career.Currently serving as the Managing Director of retirement planning, Brad specializes in crafting tailored retirement strategies for a diverse clientele, including corporations, business owners, entertainers, and athletes. His extensive knowledge and commitment to excellence are exemplified by his prestigious AIF® designation, which signifies his deep understanding of the Global Fiduciary Standard of Excellence and his application of this global standard in his practice.Brad\'s expertise extends to his membership in LPL Financial\'s Retirement Plan Consulting Program (RPCP), enabling him to serve as a \"fee for service\" advisor for corporate retirement plans, foundations, endowments, and private trusts. His focus lies in maximizing corporate benefits, enhancing employee education and participation, and selecting optimal investment choices at the most competitive costs. Additionally, he is one of only six LPL Advisors out of to serve on the Alternative Investments Advisor Council. The Council works directly with the head of Alternative Investments to analyze and vet potential alternative investments to onboard to the LPL Platform.Born in Glendale, CA, Brad moved to Boise, Idaho with his family at the age of 10 and later graduated from Eagle High School in After his honorable service in the Navy stationed in Rhode Island, Brad pursued his passion for education at Antelope Valley Community College. There, he excelled as a baseball star under the guidance of Coach Jeffrey \"Hackman\" Leonard, a former San Francisco Giants and MLB outfielder with over ten years of experience. Brad completed his college journey at California Lutheran University in Thousand Oaks, California in 2003, earning his Masters in Business Administration with a focus on Financial Planning.Brad currently resides in Woodland Hills, CA, with his wife Ashley, their daughter Isabel, two cats named Ollie and Kallie, and a yellow-crowned Amazon parrot named Ronnie. His specialties encompass comprehensive wealth management exclusively tailored for Ultra-High Net Worth and High Net Worth Business Owners, Entertainers, and Athletes, as well as his fiduciary work for Corporate Retirement Plans and Foundations.
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