Parsonex Advisory Services, Inc.

Parsonex Advisory Services, Inc. (CRD# 160275) is a financial advisory firm headquartered in Englewood, CO. They manage $19,293,670 in 171 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    171
    ACCOUNTS
  • Average Account Value
    $112,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

AL, AR, AZ, CA, CO, FL, GA, IA, IL, KS, KY, LA, MD, MN, NC, NE, NJ, NV, NY, OK, OR, PA, SC, TN, TX, VA, VT, WI

Financial Advisors at Parsonex Advisory Services, Inc.
Showing 1 - 10 of 26 top financial advisors.
1
Linda K. Cook
CRD#: 4818636
8310 S. Valley Highway, Suite 110, Englewood, CO 80112
96
Wealthminder
score

Linda Cook (CRD# 4818636) is an Investment Advisor Representative working at Parsonex Advisory Services, Inc. in Englewood, CO and has over 13 years of experience in the finance industry.

2
Andrew L. Allard
CRD#: 1862846
333 City Blvd West, Suite 1700, Orange, CA 92868
93
Wealthminder
score

Andrew Allard (CRD# 1862846) is an Investment Advisor Representative working at Parsonex Advisory Services, Inc. in Orange, CA and has over 9 years of experience in the finance industry.

3
Michael J. Beardi
CRD#: 4024705
8310 S. Valley Highway, Suite 110, Englewood, CO 80112
93
Wealthminder
score

Michael Beardi (CRD# 4024705) is an Investment Advisor Representative working at Parsonex Advisory Services, Inc. in Englewood, CO and has over 18 years of experience in the finance industry.

4
Shane B. Callahan
CRD#: 2973995
8310 S. Valley Highway, Suite 110, Englewood, CO 80112
93
Wealthminder
score

Shane Callahan (CRD# 2973995) is an Investment Advisor Representative working at Parsonex Advisory Services, Inc. in Englewood, CO and has over 12 years of experience in the finance industry.

5
Brendan Collins
CRD#: 5812497
738 Rutland Road, Center Rutland, VT 05736
93
Wealthminder
score

Brendan Collins (CRD# 5812497) is an Investment Advisor Representative working at Parsonex Advisory Services, Inc. in Center Rutland, VT and has over 6 years of experience in the finance industry.

6
Wendy H. Hsieh
CRD#: 5616333
Oakland, CA
93
Wealthminder
score

Wendy Hsieh (CRD# 5616333) is an Investment Advisor Representative working at Parsonex Advisory Services, Inc. in Oakland, CA and has over 9 years of experience in the finance industry.

7
Timothy H. Keeton
CRD#: 2900601
8310 S. Valley Highway, Suite 110, Englewood, CO 80112
93
Wealthminder
score

Timothy Keeton (CRD# 2900601) is an Investment Advisor Representative working at Parsonex Advisory Services, Inc. in Englewood, CO and has over 20 years of experience in the finance industry.

8
John A. McCarthy
CRD#: 5473549
17291 Irvine Blvd #340, Tustin, CA 92780
93
Wealthminder
score

John McCarthy (CRD# 5473549) is an Investment Advisor Representative working at Parsonex Advisory Services, Inc. in Tustin, CA and has over 10 years of experience in the finance industry.

9
Nicholas J. Pratt
CRD#: 5251184
Peoria, IL
93
Wealthminder
score

Nicholas Pratt (CRD# 5251184) is an Investment Advisor Representative working at Parsonex Advisory Services, Inc. in Peoria, IL and has over 11 years of experience in the finance industry.

10
Steven J. Smit
CRD#: 5849990
8310 S. Valley Highway, Suite 110, Englewood, CO 80112
93
Wealthminder
score

Steven Smit (CRD# 5849990) is an Investment Advisor Representative working at Parsonex Advisory Services, Inc. in Englewood, CO and has over 7 years of experience in the finance industry.

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