Thane Mccready
Thane Mccready is a CFP-designated registered investment advisor at Perennial Financial Services, based in Fountain Valley, CA, with 30 years of industry experience. Thane is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 3,229 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee will not exceed 2.00%. Fees are negotiable and billed quarterly in advance.
Fee Estimator
Location
10055 Slater Ave, Suite 260, Fountain Valley, CA, 92708
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2013Customer Dispute
March 2002Customer Dispute
November 2001Customer Dispute
November 2000Other Business ActivitiesSells Insurance
Thane is involved in several investment-related activities, including DBAs for LPL business, real estate rental, and providing investment advisory services through Perennial Investment Advisors, LLC. He also operates Perennial Legacy LLC, DBA Perennial Legacy Insurance Solutions.
Employment History
Current Registrations
Perennial Financial Services
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wm Financial Services, INC.Broker
Cal Fed InvestmentsBroker
Invest Financial 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.
Exams
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