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Financial ADVSR advisor directory · SEC adviser records

Parallel Advisors, LLC financial advisors in California

Every SEC-registered investment adviser representative at a Parallel Advisors, LLC office in California, by city and A to Z.

57 registered advisors work at Parallel Advisors, LLC in California, out of 66 nationwide; it's the firm's number 1 state by advisors, and the most are in San Francisco (54). 18 list the CFP designation and 0 are also registered broker representatives.

Parallel Advisors, LLC advisors by city in California

Every firm in California →

San Francisco 54Walnut Creek 2Solvang 1

Parallel Advisors, LLC advisors in California, A to Z

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Parallel Advisors, LLC advisors in every state →Parallel Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Parallel Advisors, LLC financial advisors are in California?

57 investment adviser representatives are registered at Parallel Advisors, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 66 at the firm nationwide. 18 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Parallel Advisors, LLC have the most advisors?

San Francisco, with 54, then Walnut Creek (2). Parallel Advisors, LLC has advisors in 3 cities in California.

How do I check a Parallel Advisors, LLC advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Parallel Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.