Thomas
Parlon
Cambridge Investment Research Advisors, Inc
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About this Advisor
Thomas Parlon is a financial advisor operating out of West Roxbury, Massachusetts with a total of 2 years of industry experience. Parlon is currently employed by Cambridge Investment Research Advisors, Inc. During their career, Parlon has held roles at Nylife Securities LLC, New York Life Insurance Company, Eagle Strategies LLC, Alpha Pension Group, Inc, Blue Line Financial, LLC, Cambridge Investment Research Advisors, Inc and Cambridge Investment Research, Inc. Parlon holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts. Cambridge Investment Research Advisors, Inc is an advisory business operating out of Fairfield, IA. The firm has offices in 2,023 locations and a total of 3,352 advisors. It oversees $82 billion in total assets between its 461,370 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to six charities and foundations. Of its 461,370 client accounts, just 10% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company offers a number 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, market timing services and educational seminars. A financial advisor's fee schedules usually vary depending on which services the firm provides the client. Fee types charged by Cambridge Investment Research Advisors, Inc can include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
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$82,427,818,654
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3,352
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461,370
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$178,659
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
- Market timing services
- Educational seminars/workshops
Thomas Parlon Work History
Thomas has been registered as a financial advisor for 2 years.*
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Blue Line Financial, LLC
Alpha Pension Group, Inc
Nylife Securities LLC
New York Life Insurance Company
Eagle Strategies LLC
*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 Thomas Parlon 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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