James ParentiCRD 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.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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