Mackenzie Morgan Mccombs

Employer firm

Perennial Financial Services CRD 286477

$2.50B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → Present
  Lpl Financial Llc
  Fresno, CA
• 10/2017 → 07/2019
  A Touch Of Gold Tanning Salon
  Fresno, CA
• 03/2017 → 10/2017
  Dutch Bros
  Fresno, CA
• 09/2014 → 03/2017
  Stella Laguna Beach
  Fresno, CA
• 07/2021 → Present
  Ramsey Law
  Des Moines, IA
• 01/2023 → Present
  Perennial Financial Services
  Los Angeles, CA
• 05/2019 → 01/2023
  Ford Financial Group
  Fresno, CA

Other Businesses

1- 01/2024 / FORD FINANCIAL GROUP, INC. / DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) / INVESTMENT RELATED / 160 HRS MNTH / 8 HRS DURING TRADING 2- 01/2024 / RAMSEY LAW PLC - PARALEGAL/ASSISTANT / OUTSIDE/W-2 EMPLOYMENT / NON INVESTMENT RELATED / 15 HRS MNTH / START DATE 07/01/2021 3- 01/2024 / MACKENZIE SANTORO CA NOTARY PUBLIC / NOTARY / INVESTMENT RELATED / 5 HRS MNTH / 5 HRS DURING TRADING / START DATE 11/27/2013 4. LPL FINANCIAL, LLC; INVESTMENT-RELATED; FRESNO, CA; BROKER-DALER; CLIENT SERVICE ASSOCIATE / PARAPLANNER; START 05/2019; APPROX 160 HOURS PER MONTH; APPROX 130 HOURS DURING TRADING HOURS; CLIENT SERVICE / PARAPLANNING

Exams

• S66 Uniform Combined State Law Examination
  2024-09-23

Other Names

• Mackenzie Morgan Santoro