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Richard Allen Ashburn

Parallel Advisors, LLC

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About Richard Allen Ashburn

Richard Allen Ashburn is a financial advisor with Parallel Advisors, LLC. Richard is a Chartered Financial Analyst with over 30 years of experience in the financial industry. Richard is registered with the state of California and Texas as an Investment Advisor Representative. Richard's expertise in wealth management and financial planning allows him to serve high net worth individuals, corporations, and charitable organizations. Richard has previously worked at Westhoff, Cone & Holmstedt and Stone & Youngberg.

Firm Information

Richard Ashburn 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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Richard Ashburn’s Registration & Firm History

CA

12/21/2021 - Present

Parallel Advisors, LLC (SAN FRANCISCO CA)

CA

06/29/1993 - 06/26/1996

WESTHOFF, CONE & HOLMSTEDT (WALNUT CREEK CA)

CA

11/17/1986 - 07/11/1991

STONE & YOUNGBERG (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 04/28/1986

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Allen Ashburn.
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