Parkshore Wealth Management
Legal Name: PARKSHORE WEALTH MANAGEMENT
3007 DOUGLAS BOULEVARD, SUITE 150, ROSEVILLE, CA
916-797-3007
https://parkshorewealth.com
Frequently Asked Questions (FAQ)
Full Contact Details
Parkshore Wealth Management
3007 DOUGLAS BOULEVARD, SUITE 150, ROSEVILLE, CA
916-797-3007
916-797-1747
Other Info
PARKSHORE WEALTH MANAGEMENT, a California corporation, boasts a talented team of seven professionals, five of whom are dedicated to providing advisory services. The number of clients they serve remains a mystery, but it's reassuring to know the U.S Securities and Exchange Commission approved their status after registering on September 23, 2013.
Parkshore Wealth Management | Financial Planner Roseville CA
A family-owned, fee-only financial planning and investment management firm based in Roseville and Folsom, CA, and Lehi and Logan, UT.
Direct Owners
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DANIEL CHRISTIAN ANDERSEN
CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
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HAROLD CRAIG ANDERSON
PRESIDENT owns 75% or more