Michael
Parrott
Osaic Advisory Services, LLC
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About this Advisor
Michael Parrott is a financial advisor based in Albuquerque, New Mexico, working with Osaic Advisory Services, LLC. Michael has previously held positions at Fidelity, Interactions Marketing, Genghis Grill, New Mexico State University, Thornburg Securities Corp, Fidelity Brokerage Services LLC, Waterway Wealth Management, and Triad Hybrid Solutions. Michael has passed the Series 66 regulatory exam and is registered to provide services in New Mexico and Texas. Currently, Michael is part of Osaic Advisory Services, LLC, which operates out of Albuquerque, New Mexico. The firm has 155 offices and 2,582 employees. The firm manages assets totaling $4.9 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, selection of other advisers, and educational seminars. The fee structure at Osaic Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Advisory Services, LLC Brokerage Details
$4,938,711,328
2,582
20,269
$243,658
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
- Educational seminars/workshops
Michael Parrott Work History
Triad Hybrid Solutions
Waterway Wealth Management
Fidelity Brokerage Services LLC
Thornburg Securities Corp
Fidelity
Interactions Marketing
Genghis Grill
New Mexico State University
Disclosures
Please visit the SEC profile of Michael Parrott 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 Osaic Advisory Services, LLC
Allentown, PA
Atlanta, GA
Allentown, PA
Knoxville, TN
Atlanta, GA
Atlanta, GA
West Chester, PA
Bloomfield Hills, MI
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