Parrish
Malson

Mariner Independent

CRD#1599886
Investment Advisor
in Redding, CA

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About this Advisor

Parrish Malson is a financial advisor based in Redding, California, working with Mariner Independent. Parrish has previously held positions at Lpl Financial, LLC and Mariner Independent Advisor Network, LLC. Parrish has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Parrish is part of Mariner Independent, which operates out of Redding, California. The firm has 94 offices and 184 employees. The firm manages assets totaling $8.1 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 Mariner Independent includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3011 Victor Ave
Redding, CA 96002

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Mariner Independent Brokerage Details

Total Assets Under Management

$8,146,610,014

CA Average: $2,243,162,756
Total Number of Employees

184

CA Average: 44
Total Number of Accounts

27,977

CA Average: 4,091
Average Account Size

$291,190

CA Average: $548,316

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

Parrish Malson Work History

2009 - Present (15 years)

Lpl Financial, LLC

2009 - Present (15 years)

Mariner Independent Advisor Network, LLC

Disclosures

Please visit the SEC profile of Parrish Malson 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 Mariner Independent

Hector Garza
San Jose, CA
Jason Johnson
Santa Rosa, CA
Mason Monroe
Reno, NV
Vladislav Avdeyuk
Sacramento, CA
Jacob Whitaker
Sacramento, CA
Frank Aceves
Walnut Creek, CA
Brennan Kurtela
Stanford, CA
Eric Sporing
Blue Springs, MO

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.

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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.

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