Parker
O'Sullivan
Farther
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About this Advisor
Parker O'Sullivan is a financial advisor operating in Moraga, California, with a total of 1 year of relevant experience. O'Sullivan currently works for Farther. During their career, the advisor has held roles at Lateef Investment Management, L.P, Foreside Funds Distributors LLC, Kayne Anderson Capital Advisors Lp, 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. O'Sullivan has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California. Farther is a financial advisory business that has its headquarters in San Francisco, CA. The company has offices in 41 locations and a total of 78 people on staff. It has $676 million in total assets across its 3,603 accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 3,603 client accounts, just 13% are held by high-net-worth clients who have more than $1 million in assets available to invest. Farther performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and publication of newsletters. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fee types billed by Farther typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Farther Brokerage Details
$675,735,981
78
3,603
$187,548
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
Parker has been registered as a financial advisor for 1 years.*
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
Kayne Anderson Capital Advisors Lp
*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 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.
Financial Advisors at Farther
Wilton, CT
Reno, NV
San Francisco, CA
San Francisco, CA
Moraga, CA
Brooklyn, NY
Atlantic Beach, FL
San Francisco, CA
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