Brandon ParkhurstCRD Number: 4886778
Current Firm: Parkhurst Consulting Cpa Pc
Brandon Parkhurst (CRD# 4886778) is an Investment Advisor Representative working at Parkhurst Consulting Cpa Pc in Cedar Park, TX and has over 17 years of experience in the finance industry. Brandon Parkhurst has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Pbl Wealth Management
|Parkhurst & Associates Cpa Pc||Cedar Park, TX||Apr 2016 - Current||6|
|Parkhurst Consulting Cpa Pc||Round Rock, NY||Sep 2011 - Apr 2016||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2004|
Total Assets Under Management3MILLIONS
Total Number of Accounts22ACCOUNTS
Average Account Value$158,324
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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