James Parenti
James Parenti is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in El Dorado Hills, CA, with 44 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
3907 Park Drive, Suite 230, El Dorado Hills, CA, 95762-4572
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is an attorney at law and sole owner of Law Offices of James Aladino Parenti, spending about 20% of his time on this. He is also the president, sole shareholder, and insurance agent at Aladino Insurance Services, Inc., selling disability, fixed annuities, and life insurance, dedicating a few hours per week to this.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Aladino Financial Services, INC.
Previous Registrations
Mariner Advisor Network
Strategic Wealth Advisors Group
Protected Investors of AmericaBroker
Financial Telesis INCBroker
Foothill Securities, INC.
Foothill Securities, INC.Broker
Foothill Securities, INC.
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Fsc Securities CorporationBroker
E.F. Daly Financial GroupBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Cal-Cap Securities, INC.Broker
Wesco Securities, INC.Broker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Karin Le, CFPPrivate Advisor Group, LLC
- Bryan Berg, CFAHeighten Capital Management LLC
- Brian Olmstead, CFPCetera Investment Advisers LLC
- Jeffrey Impey, CFPAmeriprise Financial Services, LLC
- Ashley Hamman, CFPBridgeview Capital Advisors, INC.
- Andres Villegas, CFAGoldenstone Wealth Management