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Vance Quatez Bennett

Vance Q. Bennett

PARALLEL EQUITY ADVISORS LTD.
Dublin, OH 43017
Some features on this profile are disabled
CRD#: 2841746
Vance Quatez Bennett

Professional summary

Vance Quatez Bennett, CFP® is a registered financial advisor currently at PARALLEL EQUITY ADVISORS LTD. located in Dublin, Ohio and FORTUNE FINANCIAL SERVICES, INC. located in Monaca, Pennsylvania.

Vance is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Vance has worked at 4 firms and has passed the SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
VANCE BENNETT - INVESTMENT RELATED. 24 BLUEBONNETT DRIVE, HEATH OH 43056. THE SALE OF LIFE, HEALTH, AND ANNUITIES. 100% OWNER, INSURANCE AGENT. STARTED 6/1996. 80 HRS/MONTH, 0 HR/MONTH DURING TRADING HOURS. DUTIES: I ESTABLISH RELATIONSHIPS WITH INDIVIDUALS IN NEED OF INSURANCE. VANCE BENNETT - NON INVESTMENT RELATED. 24 Bluebonnett Drive, Heath OH 43056. FEDERAL, STATE AND LOCAL INCOME TAX PREPARATION. 100% OWNER, TAX PREPARER. STARTED 1/2013. 24 HRS/MONTH, 0 HR/MONTH DURING TRADING HOURS. DUTIES: I PREPARE AND SUBMIT TAX RETURNS FOR INDIVIDUALS. - Jan 2024, employee of Intuit as a Tax Preparer - approx 20 hrs/week during trading hours IAR with PARALLEL EQUITY ADVISORS LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vance Quatez Bennett's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

January 24, 2018 - Present

PARALLEL EQUITY ADVISORS LTD.

Office #1: 5650 Blazer Parkway Suite 112, Dublin, OH 43017
RIA
CRD#: 153265
Dublin, OH
Current

September 20, 2017 - Present

FORTUNE FINANCIAL SERVICES, INC.

Office #1: 3582 Brodhead Road Suite 202, Monaca, PA 15061
BD
CRD#: 42150
Monaca, PA
Past

March 3, 2014 - October 13, 2017

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

January 14, 2004 - March 5, 2012

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

March 24, 1997 - December 20, 2001

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Ohio
(9/20/2017)
IAR
Ohio
(1/24/2018)

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/22/1997
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PE
PARALLEL EQUITY ADVISORS LTD.
PARALLEL EQUITY ADVISORS LTD. | SYMPHONY PARTNERS ADVISORY LTD., LLC | SYMPHONY PARTNERS ADVISORY LTD. | PARALLEL EQUITY ADVISORS LTD., LLC

CRD#: 153265 / SEC#:

Indiana
Registered Investment Advisory firm - (6/10/2025 Approved)
Ohio
Registered Investment Advisory firm - (4/21/2010 Approved)
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Contact information

Main Address
5650 Blazer Parkway Suite 112, Dublin, OH 43017
Mailing Address
Phone number
(614) 354-5452
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts335
AUM (Assets Under Management)$ 39,548,764

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PARALLEL EQUITY ADVISORS LTD.

CRD#: 153265Dublin, OH 43017

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