George Anthony Parkhill
Investment adviser representative at Annex Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$8.1BFirm assets
22 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Annex Wealth Management, LLCApr 2026 to now
- Northwestern MutualMar 2026 to Apr 2026
- UnemployedOct 2025 to Mar 2026
- Bankers BankMar 2022 to Oct 2025
- Merrill LynchNov 2020 to May 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2019 to Nov 2020
- JP MorganJan 2018 to Jun 2019
- JP Morgan Chase Bank NAFeb 2016 to Jan 2018
- JP Morgan Securities LLCFeb 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (WI).
Annex Wealth Management, LLC
Legal name: Annex Advisory Services, LLC
$8.1BAssets managed
6,802Clients
98Advisers
22 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
- 5951746
- Firm CRD
- 127987