Parker O'Sullivan
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.
5923601
302050
Farther
Fidelity, Schwab, Pershing and Apex
CA
Individual Investors, Businesses
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
I have a clean record
I have a clean record
CRPS®
Series 65, Series 63, Series 7
Commodities, Stocks, Bonds, Options & Futures, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments
Phone, Our Office, Video Conference, Email
Fee-Only
$500K+
Flat Fee, Based on Assets
Over $4 billion
Yes
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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.
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