Parliament Wealth Management and Insurance Services
Company

Parliament Wealth Management and Insurance Services

Financial Services 3200 Park Center Dr. 6 employees
Employees
6

Parliament Wealth Management and Insurance Services Overview

Headquarters
3200 Park Center Dr.
Industry
Financial Services
Employees
6
Founded
2015
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Parliament Wealth Management and Insurance Services

Be Intentional With Your Money - At Parliament Wealth, we provide you with a strategy based in the belief that every financial decision you make should be well informed, aligned with your personal values, and ultimately create a better financial life for you and your family. Financial Planning and Investment Advisory Services offered through Sovran Advisors, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA insurance license #0644976), member FINRA/SIPC. Fixed insurance products offered through Sovran Financial & Insurance Services, CA insurance license #6010594. Sovran and Cetera are not affiliated and under separate ownership from any other named entity. Branch number (949) 471 6810

Parliament Wealth Management and Insurance Services Contact Details

People in AeroLeads
4

Parliament Wealth Management and Insurance Services Org Chart

Sample employees and titles
Name Title Contact
Andrew Evans, Cfp® Certified Financial Planner & Founding
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Tempest Wicks Director of New Business at Parliament
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Annette Avila Director of Client Experience
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Paul Barnum Wealth Manager & Financial Planner
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Employees by Management Level

Director 2 profiles
Manager 1 profile
Individual contributor 1 profile

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