A complete list of active advisors currently associated with Parallel Equity Advisors Ltd.
Warmer can help you find a great advisor at Parallel Equity Advisors Ltd. or one who fits your needs even better.
Parallel Equity Advisors Ltd. provides financial planning and portfolio management to individuals (including high-net-worth clients), retirement plans, trusts, estates, and charitable or business entities. The firm offers non-discretionary direct asset management, negotiable financial planning and consulting, and ERISA plan advisory services including limited-scope 3(21) fiduciary support. Investment programs are tailored through documented investment policy statements and risk tolerance assessments, with the adviser consulting the client prior to each trade and delivering periodic account reviews. Analysis techniques include fundamental and technical methods, and the firm does not serve as custodian — clients retain asset control while accounts are held at third-party custodians and a third-party administrator supports plan recordkeeping. Parallel Equity’s reported assets under management are almost entirely non-discretionary (about $50.4 million), a structure that is uncommon among similar-sized team firms and underscores the adviser’s consultative trading model. The firm’s principals also maintain registered representative and insurance agent affiliations and may offer insurance or broker‑dealer products for separate compensation; the brochure discloses these relationships and notes disclosures, client choice, and fiduciary obligations as the primary mitigants.
To learn more about the advisors currently working at Parallel Equity Advisors Ltd., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dublin, OH
| 25
| |
Dublin, OH
| 5
| |
Dublin, OH
| 1
| |
Dublin, OH
| 28
| |
Dublin, OH
| 24
|
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