Ryan Jaire Louie
Investment adviser representative at Perennial Financial Services
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Perennial Financial ServicesJan 2023 to now
- Ford Financial Group, LLCNov 2016 to now
- LPL Financial, LLCMay 2006 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Perennial Financial Services
Legal name: Perennial Investment Advisors, LLC
$2.5BAssets managed
3,229Clients
49Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4435975
- Firm CRD
- 286477