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.

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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
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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

CA

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