Jeffrey Warren Parkhurst
Investment adviser representative at Halcyon Global Advisors
25 yearsExperience
1 stateRegistered in
$221.3MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Halcyon Global Advisors, LLCFeb 2014 to now
- LPL Financial, LLCJun 2001 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (TX).
Halcyon Global Advisors
Legal name: Halcyon Global Advisors, LLC
$221.3MAssets managed
154Clients
1Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2244855
- Firm CRD
- 170600