Parkshore Wealth Management

Parkshore Wealth Management (CRD# 148052) is a financial advisory firm headquartered in Roseville, CA. They manage $114,326,200 in 670 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    670
    ACCOUNTS
  • Average Account Value
    $170,636
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

CA, TX

Financial Advisors at Parkshore Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Harold C. Anderson
CRD#: 868705
3007 Douglas Boulevard, Suite 150, Roseville, CA 95661
96
Wealthminder
score

Harold Anderson (CRD# 868705) is an Investment Advisor Representative working at Parkshore Wealth Management in Roseville, CA and has over 19 years of experience in the finance industry. Harold Anderson 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
Daniel C. Andersen
CRD#: 5826910
3007 Douglas Boulevard, Suite 150, Roseville, CA 95661
90
Wealthminder
score

Daniel Andersen (CRD# 5826910) is an Investment Advisor Representative working at Parkshore Wealth Management in Roseville, CA and has 1 year of experience in the finance industry. Daniel Andersen 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.

3
John-thomas Lloyd
CRD#: 6073624
3007 Douglas Boulevard, Suite 150, Roseville, CA 95661
90
Wealthminder
score

John-thomas Lloyd (CRD# 6073624) is an Investment Advisor Representative working at Parkshore Wealth Management in Roseville, CA and has over 4 years of experience in the finance industry.

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