James Parenti, financial advisor El Dorado Hills CA

James Parenti

CRD Number: 1031840
Current Firm: Aladino Financial Services, Inc.

James Parenti (CRD# 1031840) is an Investment Advisor Representative working at Aladino Financial Services, Inc. in El Dorado Hills, CA and has over 36 years of experience in the finance industry. James Parenti 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.

Similar Advisors
Jason Bell, financial advisor El Dorado Hills CA
Jason T. Bell
CRD# 2464546
Capital Planning Advisors LLC
Similar Advisors
Conrad Aarseth, financial advisor El Dorado Hills CA
Conrad M. Aarseth
CRD# 5156625
Dynamic Wealth Strategies, LLC
Similar Advisors
Brian Abad, financial advisor El Dorado Hills CA
Brian P. Abad
CRD# 2923073
Professional Designations
Company Name Location Dates Years
Strategic Wealth Advisors Group, LLC El Dorado Hills, CA Aug 2018 - Current 4
Lpl Financial, LLC El Dorado Hills, CA May 2016 - Current 6
Aladino Insurance Services, Inc. El Dorado Hills, CA Jun 1989 - Current 33
Aladino Financial Services, Inc. El Dorado Hills, CA Jun 1989 - Current 33
Aladino Properties El Dorado Hills, CA Jun 1989 - Current 33
Law Offices Of James Aladino Parenti El Dorado Hills, CA Dec 1981 - Current 40
Protected Investors Of America San Francisco, CA Sep 2014 - May 2016 1
Financial Telesis, Inc. San Rafael, CA Jan 2009 - Sep 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S65 NASAA Investment Advisors Law Examination Jan 1997
Contact Info for James A. Parenti
Phone Number: 916-939-7605
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from James Parenti and other advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.