Gerald Parent
Gerald Parent is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Titusville, FL, with 32 years of industry experience. Gerald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Titusville, FL
Get directionsHistory
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.
Exams
More Advisors
- Kerry Kennedy, ChFCAmeriprise Financial Services, LLC
- John Tumazos, CFAJohn Tumazos Advisory and Compensated Research, LLC