Sharon Karraker Cohen

Employer firm

Parallel Advisors, LLC CRD 140800

$10.3B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 09/2023
  Bok Financial
  Socttsdale, AZ
• 10/2023 → Present
  Parallel Advisors, Llc
  Scottsdale, AZ

Previous Registrations

• 2018-12-10 → 2023-09-15
  Bok Financial Securities, Inc.
  Scottsdale, AZ
• 2013-01-18 → 2018-05-31
  Bok Financial Securities, Inc.
  Scottsdale, AZ
• 2012-06-08 → 2012-09-26
  Bmo Asset Management Corp.
  Chicago, IL
• 2007-02-16 → 2012-06-08
  M&I Investment Management Corp.
  Scottsdale, AZ
  Milwaukee, WI
  Scottsdale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-02-15
• S63 Uniform Securities Agent State Law Examination
  1994-05-03

Other Names

• Sharon Elaine Karraker