Kenneth B Parlin
Investment adviser representative at Parlin Advisors LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$68.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Parlin Advisors LLCJan 2019 to now
- J.P Morgan Chase BankDec 2011 to Nov 2018
- J.P Morgan Securities LLC.Dec 2011 to Nov 2018
- JP Morgan ChaseDec 2011 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
Parlin Advisors LLC
$68.2MAssets managed
54Clients
1Advisers
5 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
- 3081940
- Firm CRD
- 300774