Scott LiffickCRD Number: 6624226
Current Firm: Parnassus Investments
Scott Liffick (CRD# 6624226) is an Investment Advisor Representative working at Parnassus Investments in San Francisco, CA and has over 5 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Parnassus Funds Distributor, LLC||San Francisco, CA||May 2019 - Current||2|
|Parnassus Investments||San Francisco, CA||Mar 2016 - Current||5|
|Msci||San Francisco, CA||Oct 2013 - Mar 2016||2|
|Msci||Chicago, IL||Sep 2010 - Oct 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2016|
Total Assets Under Management38,144MILLIONS
Total Number of Accounts16ACCOUNTS
Average Account Value$2,383,971,566
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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