Harold Parker (CRD# 854199) is an Investment Advisor Representative working at Strategy Asset Managers LLC in Pasadena, CA and has over 41 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategy Asset Managers L.l.c | Woodcliff Lake, NJ | May 2019 - Current | 4 |
| Holly Street Wealth Advisors | Pasadena, CA | May 2016 - Jan 2020 | 3 |
| #ia Dorsey, Wright Money Management | Pasadena, CA | Aug 1994 - May 2016 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1983 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1993 |
- CA
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Total Assets Under Management631MILLIONS
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Total Number of Accounts975ACCOUNTS
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Average Account Value$647,228
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, IN, KY, LA, NJ, NV, NY, PA, TX, UT
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