Gregory Morse
Gregory Morse is a CFP-designated registered investment advisor at Perennial Financial Services, based in Los Angeles, CA, with 28 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,899 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Perennial Investment Advisors manages investments through LPL Financial or Fidelity. The maximum annual fee is 2.00% of the account value, billed quarterly in advance. Fees are negotiable. The firm also utilizes SEI programs and Envestnet programs, with fees up to 2.00% of assets. For held away accounts, the advisory fee is deducted from another client account or invoiced directly to the client.
Location
11620 Wilshire Boulevard, Suite 400, Los Angeles, CA, 90025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory operates Perennial Financial Services as a DBA for his LPL business, dedicating nearly full-time hours to it. He also owns Perennial Legacy Insurance Solutions, selling non-variable insurance, and spends a few hours per week on this activity, as well as owning rental properties and a business called Caladan Inc. dba 17Five Tires.
Employment History
Current Registrations
LPL Financial LLCBroker
Perennial Financial Services
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.