David Parent (CRD# 2147880) is an Investment Advisor Representative working at Financial Vision Advisory Services, LLC in East Hartford, CT and has over 31 years of experience in the finance industry.
CRD# 4385290
Lpl Financial LLC
CRD# 2941787
Lpl Financial LLC
CRD# 2093525
Integrated Wealth Concepts LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | East Hartford, CT | Sep 2020 - Current | 3 |
| Financial Vision Advisory Services, LLC | East Hartford, CT | May 2002 - Current | 22 |
| Financial Vision, LLC | East Hartford, CT | Nov 2001 - Current | 22 |
| Securities Service Network, Inc. | Glastonbury, CT | Jan 2000 - Sep 2020 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1992 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CT
- FL
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Total Assets Under Management63MILLIONS
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Total Number of Accounts146ACCOUNTS
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Average Account Value$434,207
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, FL
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