Derek Parsons (CRD# 5903711) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Kirkland, WA and has over 12 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Hybrid Solutions | Norcross, GA | Dec 2023 - Current | < 1 |
| Parsons | Kirkland, WA | Sep 2014 - Current | 9 |
| Moore Wealth Management | Renton, WA | Sep 2014 - Current | 9 |
| Capital Advisors | Yakima, WA | Jul 2011 - Jul 2014 | 3 |
| Wells Fargo Advisors Financial Network LLC | Yakima, WA | Mar 2011 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2011 |
- WA
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Total Assets Under Management4,939MILLIONS
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Total Number of Accounts20,269ACCOUNTS
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Average Account Value$243,658
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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