Parker
O'Sullivan
Farther
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About this Advisor
Parker O'Sullivan is a financial advisor based in Moraga, California, working with Farther. Parker has previously held positions at Lateef Investment Management, L.P, Foreside Funds Distributors LLC, Cambridge Associates LLC, Atel Securities Corporation, Commonfund Securities, Inc, Vail Resorts, Insight Wealth Strategies, LLC, Mutual Securities, Inc, Sierra Pacific Financial Advisors, LLC, Ncs Moving Services, and Farther Finance Advisors. Parker has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Parker is part of Farther, which operates out of Moraga, California. The firm has 25 offices and 154 employees. The firm manages assets totaling $2.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and the publication of newsletters. The fee structure at Farther includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Farther Brokerage Details
$2,181,821,779
154
5,112
$426,804
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Parker O'Sullivan Work History
Farther Finance Advisors
Sierra Pacific Financial Advisors, LLC
Ncs Moving Services
Insight Wealth Strategies, LLC
Mutual Securities, Inc
Commonfund Securities, Inc
Vail Resorts
Atel Securities Corporation
Lateef Investment Management, L.P
Foreside Funds Distributors LLC
Cambridge Associates LLC
Disclosures
Please visit the SEC profile of Parker O'Sullivan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Framingham, MA
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