Parallel Advisors, LLC

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Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dallas, Day... Read more


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Founder & CEO
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Chief Compliance Officer
Head Of Firm Development
Principal, Cfp®
Director Of Operations
Director Of Alternative Investments
Principal And Head Of Research And Trading
Principal, CTO