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James Andrews Mills

Parallel Advisors, LLC

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About James Andrews Mills

James Andrews Mills is a registered investment advisor representative with Parallel Advisors, LLC, located in ENGLEWOOD, CO. James has been in the industry since 2006 and holds a Series 7 and a Series 66 license. James has experience with Parallel Advisors, LLC and previously worked at First Financial Equity Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Parallel Advisors, LLC specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, high-net-worth individuals, charitable organizations, pension and profit-sharing plans.

Firm Information

James Mills 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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James Mills’s Registration & Firm History

CA

01/12/2012 - Present

Parallel Advisors, LLC (SAN FRANCISCO CA)

CO

01/09/2009 - 07/12/2010

FIRST FINANCIAL EQUITY CORPORATION (GREENWOOD VILLAGE CO)

CO

04/05/2006 - 12/16/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)

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Licenses & Designations

BOTH

Issued 05/11/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/04/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Andrews Mills.
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