Amy
Barker
Parallel Advisors, LLC
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About this Advisor
Amy Barker is a certified financial planner and chartered financial analyst working out of San Francisco, California with a total of 8 years of relevant experience. Barker currently works for Parallel Advisors, LLC. Throughout their career, they have worked at Parker Carlson & Johnson and Parallel Advisors, LLC. Barker is registered to advise clients in Ohio. Parallel Advisors, LLC is a company operating out of San Francisco, CA. It has offices in 10 locations and a total of 91 financial advisors. It oversees $6 billion in total assets across its 12,629 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises seven charitable organizations. Of its 12,629 client accounts, 32% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services typically depend on the services offered. However, fees charged by Parallel Advisors, LLC most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Parallel Advisors, LLC Brokerage Details
$5,708,131,871
91
12,629
$451,986
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Amy Barker Work History
Amy has been registered as a financial advisor for 8 years.*
Parallel Advisors, LLC
Parker Carlson & Johnson
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Amy Barker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Parallel Advisors, LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Scottsdale, AZ
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
