Carlos Calcagno Lluch

Current Employers

Employment History

• 01/1989 → Present
  Insurance Options
  Los Angeles, CA
• 02/1996 → Present
  Lpl Financial Llc
  Los Angeles, CA
• 06/2017 → Present
  Perennial Financial Services (Perennial Investment Advisors Llc)
  Los Angeles, CA

Other Businesses

1. 11/17/2015 - Insurance Options - INV REL - 1821 Seminole Drive, Agoura Hills, CA 91301 - Insurance Agency - START 01/01/1995 - 40 HOURS PER MONTH, NONE DURING TRADING 2. 05/01/2017 - Perennial Financial Services, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/20/2017 - 0 Hours Per Month During Securities Trading. 3. 6/15/2017 - Perennial Investment Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 06/01/2017 - 80 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through Perennial Investment Advisors, LLC, an independent investment advisor firm. I started this business activity in June 2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 7/12/2017 - Perennial Investment Advisors, LLC - DBA: Perennial Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start 07/12/2017 - 80 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Perennial Investment Advisors, LLC, an independent investment advisor firm. I started this business activity in June 2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 04/09/2024 - Perennial Legacy LLC, DBA Perennial Legacy Insurance Solutions - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/10/2024 - 10 Hours Per Month/ 0 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-07-18

Designations