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Bruce Allan Frankel

Parallel Advisors, LLC

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About Bruce Allan Frankel

Bruce Frankel is a financial advisor with Parallel Advisors, LLC in San Francisco, California. Bruce has over 20 years of experience in the financial services industry. Bruce holds the Series 7, Series 66 and SIE licenses. Bruce is a Certified Financial Planner. Bruce also has previous experience with LPL FINANCIAL LLC, EQUITY SERVICES, INC. and PRO-INTEGRITY SECURITIES, INC. Bruce specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, corporations, and charitable organizations.

Firm Information

Bruce Frankel is currently registered with Parallel Advisors, LLC. Parallel Advisors, LLC is a registered investment advisor headquartered in San Francisco, California. They provide financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. They have approximately $7 billion in assets under management.
Parallel Advisors, LLC

150 SPEAR STREET

SAN FRANCISCO, CA 94105

$7.08B

Assets Under Management

35

Total Clients

56

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bruce Frankel’s Registration & Firm History

CA

04/25/2024 - Present

Parallel Advisors, LLC (SAN FRANCISCO CA)

CA

01/04/2005 - 11/21/2016

LPL FINANCIAL LLC (SAN RAFAEL CA)

VT

12/04/2003 - 01/04/2005

EQUITY SERVICES, INC. (MONTPELIER VT)

TX

09/03/2003 - 11/17/2003

PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)

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Licenses & Designations

BOTH

Issued 10/20/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/21/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bruce Allan Frankel.
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