Ximena Sophia Silva-avila
Investment adviser representative at Perennial Financial Services
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- LPL Financial LLCFeb 2024 to now
- Perennial Financial ServicesJan 2024 to now
- Edward JonesJul 2020 to Jan 2024
- Self-employedMay 2020 to Jul 2020
- O'rourke Strategic ConsultingJan 2017 to May 2020
- Macalester CollegeAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7268838
- Firm CRD
- 286477