Parker O'sullivan is a registered investment advisor at Farther, based in Moraga, CA, with 7 years of industry experience. Parker operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
Moraga, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Farther
Previous Registrations
Sierra Pacific Financial Advisors
Insight Wealth Strategies, LLC
Mutual Securities, INC.Broker
Commonfund Securities, INC.Broker
Atel Securities CorporationBroker
Lateef Investment Management, LP.
Foreside Funds Distributors LLCBroker
Santa Barbara Asset Management, LLC
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.