MP
MP
Mitchell Perara is a registered investment advisor, based in Pasadena, CA, with 31 years of industry experience. Mitchell is also registered as a broker, so some compensation may come from commissions on products sold.
Location
155 N. Lake Ave., Suite 950, Pasadena, CA, 91101
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2008Settled
Other Business ActivitiesSells Insurance
Mitchell is an agent for Logix Financial Services, Inc. since 2014, selling non-variable insurance products including annuities, life insurance, and long-term care. Mitchell also works as a financial consultant for Logix Federal Credit Union and uses Logix Financial Services as a DBA for LPL business.
Employment History
Current Registrations
HUB International Investment Services INC.
July 2026 - Present · 3 mos
HUB International Investment Services INC.Broker
July 2026 - Present · 3 mos
Global Retirement Partners LLC
June 2026 - Present · 4 mos
Previous Registrations
LPL Financial LLC
February 2018 - May 2026 · 8 yrs 3 mos
LPL Financial LLCBroker
February 2018 - May 2026 · 8 yrs 3 mos
Invest Financial CorporationBroker
November 2014 - February 2018 · 3 yrs 3 mos
Invest Financial Corporation
November 2014 - February 2018 · 3 yrs 3 mos
J.P. Morgan Securities LLC
October 2012 - October 2014 · 2 yrs
J.P. Morgan Securities LLCBroker
October 2012 - October 2014 · 2 yrs
Chase Investment Services CORP.
May 2009 - October 2012 · 3 yrs 5 mos
Chase Investment Services CORP.Broker
May 2009 - October 2012 · 3 yrs 5 mos
Wamu Investments, INC.Broker
July 2008 - May 2009 · 10 mos
Wamu Investments, INC.
July 2008 - May 2009 · 10 mos
UBS Financial Services INC.
June 2006 - April 2008 · 1 yr 10 mos
UBS Financial Services INC.Broker
May 2006 - April 2008 · 1 yr 11 mos
American Express Financial Advisors, INC.
September 2002 - January 2003 · 4 mos
American Express Financial Advisors INC.Broker
September 2002 - January 2003 · 4 mos
Ids Life Insurance CompanyBroker
September 2002 - January 2003 · 4 mos
Interfirst Capital CorporationBroker
July 1990 - January 2002 · 11 yrs 6 mos
State Registrations1 state
CA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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