Parker O'Sullivan

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About Parker O'Sullivan

With over 15 years of industry experience, Parker is a fee-only financial advisor specializing in wealth management, financial planning, and investment management for high-net-worth individuals, executives, business owners, doctors, dentists, and retirees. He provides objective, holistic, comprehensive financial planning, investment, and retirement plan solutions that enable his clients to achieve their short and long-term financial goals.

Before Farther, Parker was most recently a wealth advisor at independent RIAs. Prior to joining the RIA side, he worked for Nuveen and Kayne Anderson in Los Angeles and Cambridge Associates in Boston. Parker holds the Chartered Retirement Plans Specialist (CRPS^®) designation from the College of Financial Planning. He is currently working on his CFP^® coursework at UC Berkley.

Parker graduated from the University of California Santa Barbara. A former ski instructor for Vail Resorts, Parker has a passion for skiing and loves spending time in the mountains. He lives in Moraga, CA, with his wife and daughter.

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General Information

Firm Start Year

2019

No. of Employees

100-499

CRD#

5923601

Firm CRD#

302050

Name of Broker/Dealer

Farther

Name of Custodial Firm

Fidelity, Schwab, Pershing and Apex

States Licensed in

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Planning for Individuals, Financial Advice & Consulting, Financial Planning for Businesses

Compliance

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CRPS^®

Securities Licenses

Series 65, Series 63, Series 7

Firm Information

Assets Managed by Firm

Over $4 billion

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500K+

Compensation Methods

Flat Fee, Based on Assets

Education

Bachelor of Arts (B.A.) -

University of California Santa Barbara
09/30/2005 -03/31/2010

Disclosures

Advisory services provided by Farther Finance Advisors LLC, an SEC-registered investment advisor. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. For more details, see our disclosures in Form ADV Part 2 and Form CRS.

Additional Detailed Disclosures
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