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Lia Whisler Seara

Parallel Advisors, LLC

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About Lia Whisler Seara

Lia Seara is an Investment Advisor Representative at Parallel Advisors, LLC in San Francisco, California. Lia has been working in the financial services industry since 2010 and has experience with various firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Crown Capital Securities, L.P. Lia is also a Certified Financial Planner. Lia specializes in financial planning, pension consulting, and portfolio management.

Firm Information

Lia Seara 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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Lia Seara’s Registration & Firm History

CA

04/29/2022 - Present

Parallel Advisors, LLC (SAN FRANCISCO CA)

CA

03/10/2015 - 01/25/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)

AZ

04/14/2014 - 01/27/2015

CROWN CAPITAL SECURITIES, L.P. (SCOTTSDALE AZ)

AZ

08/06/2010 - 02/07/2013

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 04/12/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/16/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/25/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/2012

Series 7 - General Securities Representative Examination

BC

Issued 08/05/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lia Whisler Seara.
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