Jeffrey Parkhurst
Jeffrey Parkhurst is a registered investment advisor at Halcyon Global Advisors, based in Dallas, TX, with 33 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 154 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. Halcyon may also use performance-based fees for qualified clients.
Fee Estimator
Location
15660 Dallas Parkway, Suite 1425, Dallas, TX, 75248
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
Jeffrey has a DBA, Halcyon Global Advisors, LLC, taking about half of his time. He also engages in real estate rental activities and spends minimal time on non-variable insurance.
Employment History
Current Registrations
Halcyon Global Advisors
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
First Securities USA, INC.Broker
First Associated Securities Group, INC.Broker
W.B. Mckee Securities, INC.Broker
Thomas James Associates, INC.Broker
State Registrations1 state
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.