Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Michael Parasida is a financial advisor with LPL Financial LLC. Brian has been in the financial industry since 2019 and holds Series 7TO, Series 66, and SIE licenses. Brian's experience includes roles at Cambridge Investment Research, Inc., Avantax Investment Services, Inc., and Magnuson, McHugh, Dougherty CPAs, LLC. Brian offers a variety of financial services, including financial planning, portfolio management, and investment advisory services. Brian is registered to offer investment advisory services in Idaho and Washington.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
04/02/2024 - Present
LPL Financial LLC (COEUR D'ALENE ID)
ID
06/02/2023 - 04/01/2024
AVANTAX INVESTMENT SERVICES, INC. (Coeur D Alene ID)
ID
06/29/2022 - 11/22/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (POST FALLS ID)
BOTH
Issued 07/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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