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David Mathew Parent

Financial Vision Advisory Services, LLC

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About David Mathew Parent

David Mathew Parent is a financial advisor with Financial Vision Advisory Services, LLC. He has been in the financial services industry since August 15, 1991. David is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 24 and Series 63 licenses. Financial Vision Advisory Services, LLC is a registered investment advisor and offers a range of services, including financial planning, portfolio management, and fixed insurance products.

Firm Information

David Parent is currently registered with Financial Vision Advisory Services, LLC. Financial Vision Advisory Services, LLC is an investment advisor registered with the SEC. The firm manages approximately $63.4 million in client assets and provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. The firm is located in [REDACTED] and has one licensed agent.

$63.39M

Assets Under Management

6

Total Clients

1

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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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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David Parent’s Registration & Firm History

CT

02/23/2024 - Present

Financial Vision Advisory Services, LLC (EAST HARTFORD CT)

CT

09/18/2020 - 06/14/2024

SECURITIES AMERICA, INC. (EAST HARTFORD CT)

CT

01/21/2000 - 09/18/2020

SECURITIES SERVICE NETWORK, LLC (EAST HARTFORD CT)

MA

07/02/1999 - 01/21/2000

MAIN STREET MANAGEMENT COMPANY (BOSTON MA)

MN

08/16/1991 - 07/08/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/16/1991 - 07/08/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 10/01/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/25/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for David Mathew Parent. Review regulatory record here.
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