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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Williamson is an investment advisor representative at Parallel Advisors, LLC. Kevin has been in the financial services industry for over 25 years, having worked for a variety of firms including Charles Schwab & Co., Inc., Nollenberger Capital Partners Inc., Wells Fargo Investments, LLC, J.P. Morgan Securities Inc., Hambrecht & Quist LLC, Paine Webber Incorporated and Kidder, Peabody & Co. Incorporated. Kevin is registered as an investment advisor representative in Arizona and Texas.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
07/07/2023 - Present
Parallel Advisors, LLC (SAN FRANCISCO CA)
AZ
08/08/2007 - 03/03/2023
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
CA
12/02/2002 - 03/31/2006
NOLLENBERGER CAPITAL PARTNERS INC. (SAN FRANCISCO CA)
CA
10/24/2001 - 12/17/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NY
02/01/2000 - 10/22/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CA
09/30/1996 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
NJ
01/28/1995 - 10/14/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
02/16/1994 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 07/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2019
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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