Advisor at Parsonex Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Parsonex Advisory Services, Inc.
Location
Englewood, CO 80112
Credentials
Series 63, Series 65
Industry experience
22 years
Carol Griffin is an investment advisor representative at Parsonex Advisory Services, Inc. with 22 years of industry experience. She has been with Parsonex Advisory Services since 2017 and affiliated entities since 2007. Outside of her advisory role, she leads a local networking group and assists clients with living trust referrals through Estate Docs Pro. Parsonex Advisory Services is an SEC-registered investment adviser that provides financial planning, portfolio management, and investment advice to individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach, evaluating third-party managers based on historical performance and client risk tolerance, and offers discretionary managed accounts with ongoing monitoring and annual reviews.
Based on Parsonex Advisory Services, Inc.
Based on Parsonex Advisory Services, Inc.
Negotiated fixed fees for financial planning services
Under $1,000,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.80% $3,000,000 - $5,000,000: 0.60% Over $5,000,000+: 0.40%
Minimum of $100 per hour
Account minimum: $100,000 Minimum fee: $250.00 minimum annual fee Fee-only: Hourly fees generally at a minimum of $100 per hour; fixed fees negotiable
8310 S. Valley Highway, Suite 110
Englewood, CO 80112
California · Colorado · Hawaii · Michigan · New Jersey · Oklahoma · South Dakota · Washington · Wisconsin
Parsonex Advisory Services
2017 - Present (9 years)
Parsonex Securities, Inc.
2007 - Present (19 years)
Parsonex Insurance Agency
2007 - 2021 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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