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CFP
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CFP

Parrish Malson

Private Advisor Group, LLC
39 Years of Experience
Redding, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Parrish Malson is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Redding, CA, with 39 years of industry experience. Parrish 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.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

3011 Victor Ave, Redding, CA, 96002

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Parrish sells non-variable insurance products, including life, health, disability, LTC, and group insurance, dedicating about 10-20% of his time to this activity. He also provides investment advisory services through Mariner Independent Advisor Network LLC, spending nearly full-time hours on this endeavor.

Employment History
Current Registrations
Private Advisor Group, LLC
June 2026 - Present · 4 mos
LPL Financial LLCBroker
August 2009 - Present · 17 yrs 2 mos
Previous Registrations
LPL Financial LLC
March 2018 - April 2018 · 1 mo
Mariner Advisor Network
July 2016 - June 2026 · 9 yrs 11 mos
Strategic Wealth Advisors Group
December 2009 - July 2016 · 6 yrs 7 mos
Sagepoint Financial, INC.Broker
October 2005 - August 2009 · 3 yrs 10 mos
American Financial Advisors, INC.
August 1995 - October 2010 · 15 yrs 2 mos
Sunamerica Securities, INC.Broker
November 1994 - October 2005 · 10 yrs 11 mos
American Express Financial Advisors INC.Broker
December 1986 - November 1994 · 7 yrs 11 mos
State Registrations8 states
AZCAIDNVNYORPAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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