FIND A PARACLE ADVISORS LLC FINANCIAL ADVISOR NEAR ME
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CRD#: 130726
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for PARACLE ADVISORS LLC Comes From
Understanding the Statistics for PARACLE ADVISORS LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
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Clients
Total
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
7900 Se 28th Street, Suite 204, Mercer Island, WA 98040
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
Part 2 Brochures
ADV PART 2A-2B (3/16/2021)
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
| No Information | |||||||
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at PARACLE ADVISORS LLC
Kevin Thomas Dunn
IAR
RR
CRD#: 4582227
Location:
Helena, MT 59602
Company:
LPL FINANCIAL LLC
Disclosures:
Experience:
23 years
ED
Edgar Duran
RR
CRD#: 2408256
Location:
West Palm Beach, FL 33409
Company:
TRANSAMERICA FINANCIAL ADVISORS, LLC
Disclosures:
Experience:
20 years
CW
Cindy P Wong
PR
CRD#: 6852987
Location:
Scottsdale, AZ 85255
Company:
OSAIC WEALTH, INC.
Disclosures:
Experience:
8 years
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