Parker Johnson (CRD# 6559355) is an Investment Advisor Representative working at Cooper Capital Group in Encinitas, CA and has over 8 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Purshe Kaplan Sterling Investments | Albany, NY | Sep 2021 - Current | 2 |
Cooper Capital Group | Cardiff, CA | Sep 2019 - Current | 4 |
Clinton Cooper | La Jolla, CA | Dec 2016 - Sep 2019 | 2 |
Northwestern Mutual Investment Services LLC | La Jolla, CA | Dec 2016 - Sep 2019 | 2 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Oct 2015 - Sep 2019 | 3 |
Northwestern Mutual Investment Services LLC | Carlsbad, CA | Oct 2015 - Sep 2019 | 3 |
Uber | San Francisco, CA | Jul 2016 - Sep 2017 | 1 |
Viewridge Funding | San Diego, CA | Apr 2016 - Oct 2016 | < 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Nov 2015 - Apr 2016 | < 1 |
Northwestern Mutual Investment Services LLC | Carlsbad, CA | Nov 2015 - Apr 2016 | < 1 |
Jonathan Michael Rubin | Carlsbad, CA | Sep 2015 - Nov 2015 | < 1 |
Brand Innovators | Cardiff, CA | Sep 2014 - Nov 2015 | 1 |
Buffalo Wild Wings | Encinitas, CA | Sep 2013 - Jan 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2015 |
S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- CA
-
Total Assets Under Management203MILLIONS
-
Total Number of Accounts441ACCOUNTS
-
Average Account Value$460,209
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, NY, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.