Advisor at Financial Vision Advisory Services, LLC
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Firm
Financial Vision Advisory Services, LLC
Location
East Hartford, CT 06108
Credentials
Series 63
Industry experience
34 years
David Parent is a financial advisor with Financial Vision Advisory Services, LLC, holding a Series 63 designation and over 34 years of industry experience. His career includes roles at Cambridge Investment Research, Securities America, and his own firms, Financial Vision Advisory Services and Financial Vision, LLC. Financial Vision Advisory Services is an independent registered investment adviser that provides tailored portfolio management and financial planning to individuals, families, businesses, and charitable organizations. The firm employs fundamental analysis and a mix of long- and short-term strategies, offering both discretionary and non-discretionary management along with comprehensive written financial plans.
Based on Financial Vision Advisory Services, LLC
Based on Financial Vision Advisory Services, LLC
Financial Planning/Consulting Services flat annual fees, not to exceed $10,000 per year
Maximum of 3% annually, exact fee stated in client agreement
Commissions may be received by David M. Parent as a registered representative on securities and insurance transactions but these are separate from advisory fees
Account minimum: $50,000
55 Hartland Street, Suite 402
East Hartford, CT 06108
Connecticut
Cambridge Investment Research, Inc.
2025 - Present (1 year)
Cambridge Investment Research Advisors
2025 - Present (1 year)
OSAIC
2024 - 2025 (1 year)
Securities America, Inc.
2020 - 2024 (4 years)
Financial Vision Advisory Services, LLC
2002 - Present (24 years)
Financial Vision, LLC
2001 - Present (25 years)
Securities Service Network, Inc.
2000 - 2020 (20 years)
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Is not 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.
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.
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.
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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