John
Parrillo

First Allied Advisory Services, Inc

CRD#2107909
Investment Advisor
in San Diego, CA
Are you John Parrillo? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Parrillo is a certified financial planner based out of San Diego, California, who has been in the industry for 28 years. Parrillo is an advisor for First Allied Advisory Services, Inc. Over the course of their career, they have held roles at Raymond J. Lucia Companies, Inc, John J. Parrillo Cfp, John J. Parrillo, Rjl Wealth Management, LLC, First Allied Securities, Inc, Advanced Wealth Planning and First Allied Advisory Services, Inc. Parrillo maintains a Series 63 license, which qualifies them as a securities representative, and can work in California. First Allied Advisory Services, Inc is a company based out of San Diego, California. The firm has offices in 549 locations and a total of 651 people on staff. It handles $6 billion in assets among its 27,866 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 14 charities and foundations. Of its 27,866 client accounts, just 13% are associated with high-net-worth investors who have at least $1 million in assets available to invest. First Allied Advisory Services, Inc has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services depend on the type of financial services provided. However, fee types charged by First Allied Advisory Services, Inc can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

28 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

11545 W. Bernardo Court Suite 203
San Diego, CA 92127

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

First Allied Advisory Services, Inc Brokerage Details

Total Assets Under Management

$5,977,442,718

CA Average: $7,578,581,321
Total Number of Employees

609

CA Average: 43
Total Number of Accounts

30,127

CA Average: 3,727
Average Account Size

$198,408

CA Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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
  • Educational seminars/workshops

John Parrillo Work History

John has 28 years of experience.

2012 - Present (7 years)

First Allied Advisory Services, Inc

2011 - Present (8 years)

Advanced Wealth Planning

2007 - Present (12 years)

First Allied Securities, Inc

2005 - Present (14 years)

John J. Parrillo Cfp

1990 - Present (29 years)

John J. Parrillo

2010 - 2011 (1 year)

Rjl Wealth Management, LLC

2006 - 2011 (5 years)

Raymond J. Lucia Companies, Inc

Disclosures

John Parrillo has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started