Mackenzie Morgan Mccombs
Investment adviser representative at Perennial Financial Services
12 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
12 years in the industry.
- Perennial Financial ServicesJan 2023 to now
- Ramsey LawJul 2021 to now
- LPL Financial LLCMay 2019 to now
- Ford Financial GroupMay 2019 to Jan 2023
- A Touch of Gold Tanning SalonOct 2017 to Jul 2019
- Dutch BrosMar 2017 to Oct 2017
- Stella Laguna BeachSep 2014 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7126409
- Firm CRD
- 286477