Justin Parker, financial advisor San Diego CA

Justin Parker

CRD Number: 4364398
Current Firm: Kestra Private Wealth Services, LLC

Justin Parker (CRD# 4364398) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Diego, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Private Wealth Services, LLC San Diego, CA Dec 2020 - Current 3
Kestra Investment Services, LLC San Diego, CA Dec 2020 - Current 3
Mcbee Advisors Encinitas, CA Dec 2017 - Dec 2020 3
Hilltop Securities Inc. Del Mar, CA Mar 2001 - Nov 2017 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2004
S63 Uniform Securities State Law Examination Dec 2021
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Justin W. Parker
Phone Number: 844-553-7872
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    7,300
    MILLIONS
  • Total Number of Accounts
    21,652
    ACCOUNTS
  • Average Account Value
    $337,139
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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