Ted Parkhill (CRD# 3025655) is an Investment Advisor Representative working at Incline Investment Advisors, LLC in Incline Village, NV and has over 20 years of experience in the finance industry.
CRD# 4775495
Lpl Financial LLC
CRD# 2489311
Prosperity Wealth Management, Inc.
CRD# 5245824
Prime Capital Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Incline Investment Management, LLC | Incline Village, NV | Apr 2021 - Current | 3 |
| Incline Investment Advisors, LLC | Incline Village, NV | Dec 2019 - Current | 4 |
| Incline Investment Advisors, LLC | Incline Village, NV | Nov 2016 - Current | 7 |
| Incline Investment Management, LLC | Incline Village, NV | Dec 2009 - Current | 14 |
| Newarc Investments, Inc. | Incline Village, NV | May 2021 - Dec 2021 | < 1 |
| Parkhill Financial, LLC | Incline Village, NV | Dec 2010 - Dec 2017 | 7 |
| Sierra Nevada College | Incline Village, NV | Aug 2013 - Dec 2016 | 3 |
| Portsmouth Financial Services | San Rafael, CA | Dec 2015 - Feb 2016 | < 1 |
| Putney Financial | San Rafael, CA | Sep 2015 - Feb 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
- CA
- FL
- LA
- NV
- TX
-
Total Assets Under Management85MILLIONS
-
Total Number of Accounts256ACCOUNTS
-
Average Account Value$333,717
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, LA, NV, TX
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