Brian Parker, financial advisor Santa Monica CA
81 score

Brian Parker

CRD Number: 5387977
Current Firm: Strategic Advisers, Inc.

Brian Parker (CRD# 5387977) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Santa Monica, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Torrance, CA Oct 2008 - Current 8
Wm Financial Services, Inc. Los Angeles, CA Aug 2007 - Sep 2008 1
Washington Mutual Los Angeles, CA Jan 2007 - Sep 2008 1
Arnie Morton's The Steakhouse Los Angeles, CA Nov 2003 - Apr 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S66 NASAA Uniform Combined State Law Examination Mar 2010
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Brian K. Parker
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV

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BADGES
81

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