A complete list of active advisors currently associated with Parkview Investments LLC

Warmer can help you find a great advisor at Parkview Investments LLC or one who fits your needs even better.

Parkview Investments, LLC provides portfolio management services on a non‑discretionary basis to individual investors and at least one named charitable client, the Phil Smith and Family Foundation. The firm conducts a free initial consultation to gather client objectives and risk tolerance, and applies account minimums described in the brochure ($10,000 for individuals, $50,000 for small businesses and non‑profits). Investment recommendations focus on exchange‑listed stocks, mutual funds, index funds, ETFs, stock options, and bonds, with no use of margin or leveraged products; the brochure describes using passive fixed‑income strategies for capital preservation and more active strategies for growth. Parkview states it monitors accounts daily and performs quarterly account reviews, and it generally recommends Charles Schwab as custodian because of lower transaction costs and familiarity with the platform. Noteworthy details in the brochure include a listed CRD number and explicit direction to FINRA’s BrokerCheck, with the Brochure Supplement said to contain CRD numbers for management and investment adviser representatives, making broker‑dealer registration information readily accessible. The firm is newly formed (June 2018), reports a single principal (Jamie Harris) and no assets under management at the time of the filing, and specifically discloses providing advisory services to a named nonprofit, which is less common among peers.

To learn more about the advisors currently working at Parkview Investments LLC, 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.