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Parker James O'Sullivan

Farther

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About Parker James O'Sullivan

Parker James O'Sullivan is a registered Investment Advisor Representative. Parker is associated with Farther, a registered investment advisor firm based in San Francisco, California. Parker's experience includes roles at ATEL Securities Corporation, Commonfund Securities, Inc., and Mutual Securities, Inc. Parker holds Series 3, 6, 7, 22 and 63 licenses and Series 65 and SIE designations.

Firm Information

Parker O'Sullivan is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

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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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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Parker O'Sullivan’s Registration & Firm History

CA

02/25/2022 - Present

Farther (Moraga CA)

CA

05/13/2019 - 08/28/2019

MUTUAL SECURITIES, INC. (San Ramon CA)

CA

05/17/2017 - 07/07/2017

COMMONFUND SECURITIES, INC. (SAN FRANCISCO CA)

CA

10/31/2016 - 01/31/2017

ATEL SECURITIES CORPORATION (SAN FRANCISCO CA)

CA

02/23/2016 - 08/17/2016

FORESIDE FUNDS DISTRIBUTORS LLC (GREENBRAE CA)

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Licenses & Designations

IA

Issued 07/15/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/22/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/07/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2017

Series 7 - General Securities Representative Examination

BC

Issued 12/28/2016

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 11/10/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/22/2014

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Parker James O'Sullivan.
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