Robert Douglas Barber
Investment adviser representative at Perennial Financial Services
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Perennial Financial ServicesJun 2021 to now
- LPL Financial, LLCJun 2021 to now
- Perennial Investment Advisors, LLCJun 2021 to now
- Raymond James Financial Services Advisors, Inc.Nov 2019 to Jun 2021
- Raymond James Financial Services, Inc.Nov 2019 to Jun 2021
- UnemployedDec 2018 to Nov 2019
- Edward JonesAug 2018 to Nov 2018
- UnemployedMar 2018 to Jul 2018
- Sms MastermindsDec 2013 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6989583
- Firm CRD
- 286477