Cameron
Owen
Parallel Advisors, LLC
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About this Advisor
Cameron Owen is a financial advisor based in San Francisco, California, working with Parallel Advisors, LLC. Cameron has previously held positions at First Republic Bank / Ieq Capital, LLC, Doheny Asset Management, Ronald Mcdonald House Charities Of Idaho, Blue Shield Of California, Boise State University, Cro Analytics, LLC, Cordhaven Capital Management, and Parallel Advisors, LLC. Cameron has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Cameron is part of Parallel Advisors, LLC, which operates out of San Francisco, California. The firm has 13 offices and 111 employees. The firm manages assets totaling $7.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Parallel Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Parallel Advisors, LLC Brokerage Details
$7,076,381,972
111
19,694
$359,317
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
Cameron Owen Work History
Parallel Advisors, LLC
Cordhaven Capital Management
Cro Analytics, LLC
First Republic Bank / Ieq Capital, LLC
Doheny Asset Management
Blue Shield Of California
Ronald Mcdonald House Charities Of Idaho
Boise State University
Disclosures
Please visit the SEC profile of Cameron Owen 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
Scottsdale, AZ
Dallas, TX
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
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