John
De Carvalho
Parcion Private Wealth LLC
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About this Advisor
John De Carvalho is a chartered financial analyst working in Bellevue, Washington with a total of 3 years of relevant experience. De Carvalho currently works for Parcion Private Wealth LLC. Throughout their career, they have worked at Rainier Group Investment Advisory LLC, Moss Adams Wealth Advisors LLC, Perkins Coie Llp and Parcion Private Wealth. De Carvalho is registered to work in Washington. Parcion Private Wealth LLC is an advisory business based in Bellevue, WA. It has $2 billion in total assets among its 1,221 accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 1,221 accounts, 44% are held by high-net-worth individuals who have at least $1 million in assets. The advisory firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually are based on which services are provided. However, fees billed by Parcion Private Wealth LLC likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Parcion Private Wealth LLC Brokerage Details
$1,745,409,940
28
1,221
$1,429,492
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
John De Carvalho Work History
John has been registered as a financial advisor for 3 years.*
Parcion Private Wealth
Perkins Coie Llp
Moss Adams Wealth Advisors LLC
Rainier Group Investment Advisory 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 John De Carvalho 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 Parcion Private Wealth LLC
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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