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PARLAN FINANCIAL CORP
PARLAN FINANCIAL CORP
TOLEDO, Ohio
·
2 registered advisors
·
CRD# 105470
SEC# 801-32097
419-885-1130
01
Firm Overview
AUM
$35M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PARLAN FINANCIAL CORP
2 registered advisors
Brian Kenneth Hughes
TOLEDO, Ohio
CRD# 3056177
Helyn C. Bolanis
TOLEDO, Ohio
CRD# 715064
05
Office Locations
TOLEDO, Ohio
2 advisors
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Data sourced from SEC Form ADV filings. PARLAN FINANCIAL CORP (CRD# 105470) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.