Edward Anthony Parent

Employer firm

First Citizens Investor Services, Inc. CRD 44430

$2.63B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2016 → 02/2020
  Commonwealth Financial Network
  Waltham, MA
• 03/2020 → 11/2020
  Lpl Financial, Llc
  Greensboro, NC
• 03/2020 → 11/2020
  Independent Advisor Alliance, Llc
  Greensboro, NC
• 01/2021 → 07/2024
  Lpl Financial, Llc
  Greensboro, NC
• 07/2024 → Present
  First Citizens Investor Services, Inc.
  Raleigh, NC

Previous Registrations

• 2021-01-13 → 2024-07-19
  Lpl Financial Llc
  Greensboro, NC
• 2020-03-18 → 2020-12-09
  Independent Advisor Alliance, Llc
  Greensboro, NC
• 2018-02-06 → 2020-03-05
  Commonwealth Financial Network
  Marlborough, MA

Other Businesses

1) FRIENDLY AVENUE BAPTIST CHURCH POSITION: Member of the Finance Committee NATURE: Church Finance Committee INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 4800 W Friendly Avenue, Greensboro NC 27410, United States DESCRIPTION: Church Finance Committee

Exams

• S66 Uniform Combined State Law Examination
  2017-11-28
• S63 Uniform Securities Agent State Law Examination
  1999-01-22

Other Names

• Edward Anthony Parent
• Edward Anthony Parent
• Edward Parent