Tavis Gannon Parkerson
Investment adviser representative at Oak Harvest Investment Services
12 yearsExperience
1 stateRegistered in
$1.1BFirm assets
7 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
12 years in the industry.
- Oak Harvest Investment ServicesSep 2023 to now
- Newedge AdvisorsJan 2023 to now
- Newedge Securities IncJan 2023 to now
- Guardian Life Insurance CompanyJun 2022 to Jan 2023
- Park Avenue SecuritiesJun 2022 to Jan 2023
- Rethink WealthJun 2022 to Jan 2023
- Texas A&m UniversityAug 2018 to Jun 2022
- Katy High SchoolAug 2014 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Oak Harvest Investment Services
Legal name: Oak Harvest Investment Services, LLC
$1.1BAssets managed
978Clients
19Advisers
7 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
- 7366185
- Firm CRD
- 173293