Parker Bush (CRD# 6077208) is an Investment Advisor Representative working at Coastedge Partners, LLC in La Jolla, CA and has over 10 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 |
|---|---|---|---|
| Coastedge Partners, LLC | La Jolla, CA | Mar 2016 - Current | 8 |
| Sdja | San Diego, CA | Jul 2015 - Mar 2016 | < 1 |
| Pimco | Newport Beach, CA | Jul 2014 - Jul 2015 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego, CA | May 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- CA
- MN
- TX
-
Total Assets Under Management1,650MILLIONS
-
Total Number of Accounts1,070ACCOUNTS
-
Average Account Value$1,542,367
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA, FL, MN, NY, TX
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