Mitchell Perara
Mitchell Perara is a registered investment advisor at LPL Financial LLC, based in Valencia, CA, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
27918 Franklin Pkway, Valencia, CA, 91355
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Regulatory History (1)
Customer Dispute
March 2008Other 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
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Invest Financial CorporationBroker
Invest Financial Corporation
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.Broker
Wamu Investments, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors, INC.
Interfirst Capital CorporationBroker
State Registrations8 states
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.