Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Elizabeth Barker is a financial advisor registered in Ohio and has been in the industry since October 2002. Amy is a Certified Financial Planner and Chartered Financial Analyst and is currently employed at Parallel Advisors, LLC. She is a member of the firm's San Francisco office and is specialized in financial planning, pension consulting, and selection of other advisors. Amy also provides portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
09/11/2015 - Present
Parallel Advisors, LLC (SAN FRANCISCO CA)
Active
Inactive
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