Caroline Harris Burns
Investment adviser representative at Parallel Advisors, LLC
13 yearsExperience
1 stateRegistered in
$10.3BFirm assets
19 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
Experience
13 years in the industry.
- Parallel Advisors, LLCAug 2021 to now
- UnemployedMay 2020 to Aug 2021
- Net-results Marketing AutomationSep 2019 to May 2020
- UnemployedMay 2017 to Sep 2019
- Colorado CollegeSep 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Parallel Advisors, LLC
$10.3BAssets managed
4,240Clients
73Advisers
19 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
- 7446965
- Firm CRD
- 140800