Gerald Parent
Gerald Parent is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Titusville, FL, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Titusville, FL
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Regulatory History (1)
Customer Dispute
June 2018Other Business ActivitiesSells Insurance
Gerald operates Parent Financial Solutions-"The Faithful Agency" as a DBA for his LPL business and as a non-variable insurance/insurance agency. These investment-related activities take about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
LPL Financial LLCBroker
Mutual Service CorporationBroker
Investors Capital CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Fortis Investors, INC.Broker
State Registrations9 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.