Parkshore Wealth Management

Parkshore Wealth Management (CRD# 148052) is a financial advisory firm headquartered in Granite Bay, CA. They manage $399,051,530 in 1,415 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    399
    MILLION
  • Total Number of Accounts
    1,415
    ACCOUNTS
  • Average Account Value
    $282,015
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, NV, OR, TX, UT, WA

Financial Advisors at Parkshore Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Daniel C. Andersen
CRD#: 5826910
3007 Douglas Boulevard, Suite 150, Roseville, CA 95661

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.

2
Harold C. Anderson
CRD#: 868705
5940 Granite Lake Drive, Granite Bay, CA 95746

Harold Anderson (CRD# 868705) is an Investment Advisor Representative working at Parkshore Wealth Management in Granite Bay, CA and has over 27 years of experience in the finance industry.

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

John-thomas Lloyd (CRD# 6073624) is an Investment Advisor Representative working at Parkshore Wealth Management in Roseville, CA and has over 11 years of experience in the finance industry.

4
Trevor D. Stone
CRD#: 7509537
5940 Granite Lake Drive, Granite Bay, CA 95746

Trevor Stone (CRD# 7509537) is an Investment Advisor Representative working at Parkshore Wealth Management in Granite Bay, CA and has 1 year of experience in the finance industry.

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