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Julian Eve Locke

Perennial Financial Services

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About Julian Eve Locke

Julian Locke is a financial advisor with over 14 years of experience in the industry. Julian is a Registered Representative of Perennial Financial Services, a firm with over 32 investment advisor representatives and 28 licensed agents. Julian specializes in portfolio management, financial planning, and pension consulting. Julian's areas of focus include individuals, businesses, and charitable organizations. Julian provides advisory services in both Minnesota and Texas. Julian is also a Certified Financial Planner and Chartered Financial Consultant.

Firm Information

Julian Locke is currently registered with Perennial Financial Services. Perennial Financial Services is a Los Angeles, CA-based registered investment advisor with 32 investment advisor representatives and a total of $1,483,758,945 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. Perennial Financial Services also offers a wrap fee program and assists clients with the selection of other advisors.
Perennial Financial Services

11620 WILSHIRE BOULEVARD

LOS ANGELES, CA 90025

$1.48B

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julian Locke’s Registration & Firm History

MN

10/18/2024 - Present

Perennial Financial Services (EDEN PRAIRIE MN)

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Licenses & Designations

BOTH

Issued 07/03/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Julian Eve Locke. Review regulatory record here.
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