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Ivan George Lancaster

Parallel Advisors, LLC

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About Ivan George Lancaster

Ivan Lancaster is an investment advisor representative at Parallel Advisors, LLC in San Francisco, California. Ivan has been in the financial industry since 2008 and holds the Series 65 license. Prior to joining Parallel Advisors, Ivan worked at KPMG LLP and the Law Office of Clifford R. Lancaster. Ivan specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Ivan is registered with the state of California and is actively working with high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, and corporations or other businesses.

Firm Information

Ivan Lancaster 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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Ivan Lancaster’s Registration & Firm History

CA

09/27/2021 - Present

Parallel Advisors, LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 09/21/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ivan George Lancaster.
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