Ted A. Parkhill

INCLINE INVESTMENT ADVISORS

Incline Village, NV 89451-7429

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CRD#: 3025655

Professional summary

Ted A Parkhill is a registered financial advisor currently at INCLINE INVESTMENT ADVISORS, LLC located in Incline Village, Nevada and INCLINE INVESTMENT MANAGEMENT, LLC located in Incline Village, Nevada.

Ted is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Ted has worked at 6 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7, Series 3 and Series 6 exams.

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.

Incline Management LLC, inv management firm specializing in systematic trading. CEO, start date 12/2009. 80 hours month. responsible for managing the business. and IAR, start date: 04/2021 Parkhill Financial LLC - non investment related business. Consulting practice. President. Start date 12-2010. 4 hours per month. Sole Proprietor. Incline Investment Advisors, LLC, RIA, Managing Member and IAR, start date: 11/2016, registered in 12/2019, 80 hours month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ted A Parkhill'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®

None

Experience

Current

December 20, 2019 - Present

INCLINE INVESTMENT ADVISORS, LLC

Office #1: 920 Incline Way Suite 2d, Incline Village, NV 89451-7429

RIA

CRD#: 293331

Incline Village, NV

Current

April 23, 2021 - Present

INCLINE INVESTMENT MANAGEMENT, LLC

Office #1: 920 Incline Way Suite 2d, Incline Village, NV 89451-7429

RIA

CRD#: 293335

Incline Village, NV

Past

May 12, 2021 - November 1, 2021

NEWARC INVESTMENTS, INC.

RIA

CRD#: 122716

INCLINE VILLAGE, NV

Past

March 18, 2016 - July 12, 2016

PORTSMOUTH FINANCIAL SERVICES

RIA

CRD#: 13980

SAN RAFAEL, CA

Past

December 15, 2015 - July 12, 2016

PORTSMOUTH FINANCIAL SERVICES

CRD#: 13980

SAN RAFAEL, CA

Past

June 7, 2001 - January 16, 2007

JWH SECURITIES, INC.

CRD#: 45295

BOCA RATON, FL

Past

October 18, 1999 - May 30, 2001

IVY DISTRIBUTORS, INC.

CRD#: 16496

OVERLAND PARK, KS

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.

Highlighted states indicate IAR registrations

IAR

California
(1/2/2020)

IAR

Florida
(7/6/2023)

IAR

Louisiana
(2/26/2020)

IAR

Nevada
(12/20/2019)

IAR

North Carolina
(2/11/2025)

IAR

Texas
(2/12/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/18/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/23/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/8/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/12/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/15/2015

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 7/25/2001

National Commodity Futures Examination

General Industry/Product Exam

Series 6

Date: 10/15/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

INCLINE INVESTMENT ADVISORS, LLC

CRD#: 293331 / SEC#:

Arizona

Registered Investment Advisory firm - (5/12/2021 Terminated)

California

Registered Investment Advisory firm - (1/2/2020 Approved)

Florida

Registered Investment Advisory firm - (7/6/2023 Approved)

Illinois

Registered Investment Advisory firm - (5/12/2021 Terminated)

Louisiana

Registered Investment Advisory firm - (2/26/2020 Approved)

Nevada

Registered Investment Advisory firm - (5/28/2019 Approved)

North Carolina

Registered Investment Advisory firm - (2/11/2025 Approved)

Texas

Registered Investment Advisory firm - (2/7/2020 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

920 Incline Way Suite 2d, Incline Village, NV 89451-7429

Mailing Address

Phone number

(775) 298-8161

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	293
AUM (Assets Under Management)	$ 94,835,405

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.

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Advisor Monitoring

Firm Stability Insights

Ted A. Parkhill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ted A Parkhill's CRS (Customer Relationship Summary).

Certified licenses

Experience

INCLINE INVESTMENT MANAGEMENT, LLC

NEWARC INVESTMENTS, INC.

PORTSMOUTH FINANCIAL SERVICES

PORTSMOUTH FINANCIAL SERVICES

JWH SECURITIES, INC.

IVY DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/2019

Series 66

Date: 2/23/2016

Series 63

Date: 5/8/2003

SIE

Date: 7/12/2016

Series 7

Date: 12/15/2015

Series 3

Date: 7/25/2001

Series 6

Date: 10/15/1999

Current Firm

INCLINE INVESTMENT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INCLINE INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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