Parkshore Wealth Management
Parkshore Wealth Management (CRD# 148052) is a financial advisory firm headquartered in Roseville, CA. They manage $363,215,516 in 1,605 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management363MILLION
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Total Number of Accounts1,605ACCOUNTS
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Average Account Value$226,303
- 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
- Other
AZ, CA, CO, FL, ID, NV, OR, TX, UT
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.
Harold Anderson (CRD# 868705) is an Investment Advisor Representative working at Parkshore Wealth Management in Roseville, CA and has over 26 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.
John-thomas Lloyd (CRD# 6073624) is an Investment Advisor Representative working at Parkshore Wealth Management in Roseville, CA and has over 10 years of experience in the finance industry.
Trevor Stone (CRD# 7509537) is an Investment Advisor Representative working at Parkshore Wealth Management in Roseville, CA and has 1 year of experience in the finance industry. Trevor Stone 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.