David Parent, financial advisor East Hartford CT

David Parent

CRD Number: 2147880
Current Firm: Financial Vision Advisory Services, LLC

David Parent (CRD# 2147880) is an Investment Advisor Representative working at Financial Vision Advisory Services, LLC in East Hartford, CT and has over 31 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Securities America, Inc. East Hartford, CT Sep 2020 - Current 3
Financial Vision Advisory Services, LLC East Hartford, CT May 2002 - Current 21
Financial Vision, LLC East Hartford, CT Nov 2001 - Current 22
Securities Service Network, Inc. Glastonbury, CT Jan 2000 - Sep 2020 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1992
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David M. Parent
Phone Number: 860-761-0360
Registered State(s):
  • CT
  • FL
By the Numbers
  • Total Assets Under Management
    63
    MILLIONS
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $434,207
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CT, FL

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