Parcion Private Wealth LLC

Parcion Private Wealth LLC (CRD# 305115) is a financial advisory firm headquartered in Bellevue, WA. They manage $1,745,409,940 in 1,221 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
11980 Ne 24th St, Suite 210, Bellevue, WA 98005
http://www.parcionpw.com
By the Numbers
  • Total Assets Under Management
    1,745
    MILLION
  • Total Number of Accounts
    1,221
    ACCOUNTS
  • Average Account Value
    $1,429,492
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, ID, OR, TX, UT, WA

Financial Advisors at Parcion Private Wealth LLC
Showing 1 - 10 of 14 top financial advisors.
1
Kathleen Boyle, financial advisor Bellevue WA
Kathleen E. Boyle
CRD#: 6183322
11980 Ne 24th St, Suite 210, Bellevue, WA 98005

Kathleen Boyle (CRD# 6183322) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 7 years of experience in the finance industry. Kathleen Boyle 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.

2
Terrance Cook, financial advisor Bellevue WA
Terrance L. Cook
CRD#: 2363262
11980 Ne 24th St, Suite 210, Bellevue, WA 98005

Terrance Cook (CRD# 2363262) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 30 years of experience in the finance industry.

3
John De Carvalho, financial advisor Bellevue WA
John A. De Carvalho
CRD#: 5113789
11980 Ne 24th St, Suite 210, Bellevue, WA 98005

John De Carvalho (CRD# 5113789) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has 1 year of experience in the finance industry.

4
Blake McKibbin, financial advisor Bellevue WA
Blake W. McKibbin
CRD#: 5512921
11980 Ne 24th St, Suite 210, Bellevue, WA 98005

Blake McKibbin (CRD# 5512921) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 14 years of experience in the finance industry.

5
James Moore, financial advisor Bellevue WA
James L. Moore
CRD#: 2210939
11980 Ne 24th St, Suite 210, Bellevue, WA 98005

James Moore (CRD# 2210939) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has 1 year of experience in the finance industry.

6
Jennifer Nagai, financial advisor Bellevue WA
Jennifer Nagai
CRD#: 4924329
11980 Ne 24th St, Suite 210, Bellevue, WA 98005

Jennifer Nagai (CRD# 4924329) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 17 years of experience in the finance industry.

7
Stacy Schwaegler, financial advisor Bellevue WA
Stacy M. Schwaegler
CRD#: 7007140
11980 Ne 24th St, Suite 210, Bellevue, WA 98005

Stacy Schwaegler (CRD# 7007140) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 5 years of experience in the finance industry.

8
Brendan Sullivan, financial advisor Bellevue WA
Brendan M. Sullivan
CRD#: 5524052
11980 Ne 24th St, Suite 210, Bellevue, WA 98005

Brendan Sullivan (CRD# 5524052) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 14 years of experience in the finance industry.

9
Peter Barnes, financial advisor Bellevue WA
Peter Barnes
CRD#: 7329058
11980 Ne 24th St, Suite 210, Bellevue, WA 98005

Peter Barnes (CRD# 7329058) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 2 years of experience in the finance industry.

10
Peter Besel, financial advisor Bellevue WA
Peter G. Besel
CRD#: 7134238
11980 Ne 24th St, Suite 210, Bellevue, WA 98005

Peter Besel (CRD# 7134238) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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