Kevin
Parent

Thornburg Investment Management Inc

CRD#5348545
Investment Advisor
in West Sacramento, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kevin Parent is a financial advisor based in West Sacramento, California, working with Thornburg Investment Management Inc. Kevin has previously held positions at Franklin Templeton Distributors Inc, Hartford Funds Distributors, LLC, and Thornburg Securities Corp. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and New Mexico. Currently, Kevin is part of Thornburg Investment Management Inc, which operates out of West Sacramento, California. The firm has 202 employees and manages assets totaling $41.8 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Thornburg Investment Management Inc includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

West Sacramento, CA

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.

Thornburg Investment Management Inc Brokerage Details

Total Assets Under Management

$41,832,394,631

CA Average: $3,612,835,751
Total Number of Employees

202

CA Average: 18
Total Number of Accounts

750

CA Average: 517
Average Account Size

$55,776,526

CA Average: $6,988,077

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Kevin Parent Work History

2019 - Present (5 years)

Thornburg Securities Corp

2014 - 2019 (5 years)

Hartford Funds Distributors, LLC

2010 - 2014 (4 years)

Franklin Templeton Distributors Inc

Disclosures

Please visit the SEC profile of Kevin Parent 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 Thornburg Investment Management Inc

Allison Dawe
Santa Fe, NM
Lucinda Candal
Santa Fe, NM
Adam Sparkman
Santa Fe, NM
Dominic Alto
Santa Fe, NM
Joshua Archuleta
Santa Fe, NM
Tyler Jenkins
Santa Fe, NM
Jan Holman
Santa Fe, NM
Jesse Brownell
Santa Fe, NM

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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

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