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Bradley Benjamin Harris

Investment adviser representative at Perennial Financial Services
19 yearsExperience
2 statesRegistered in
$2.5BFirm assets
9 yearsFirm in business

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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

19 years in the industry.

  1. Perennial Financial ServicesJun 2017 to now
  2. Perennial Financial Services (perennial Investment Advisors LLC)Jun 2017 to now
  3. LPL Financial LLCFeb 2007 to now

Exams passed

  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 2 states (CA, ID).

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
5113544
Firm CRD
286477
Advisor's SEC record (opens in a new tab)
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