Parker Investment Management, LLC
Parker Investment Management, LLC (CRD# 112798) is a financial advisory firm headquartered in Menlo Park, CA. They manage $299,388,587 in 782 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management299MILLION
Total Number of Accounts782ACCOUNTS
Average Account Value$382,850
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, HI, ID, NY, OR, TX, WA
Shijun Liu, CFA, CFP® (CRD# 5793035) is an experienced Investment Advisor Representative working at Parker Investment Management, LLC in Atherton, CA and has over 12 years of experience in the financial services industry. Shijun has a Bachelor of Science degree in Computer Systems Engineering from Stanford University. In addition, he is an active member of the CFA Institute and the CFA Society of San Francisco and is a CFA charterholder. Shijun is also a CFP® Board Certified Financial Planner and is an active member of the Financial Planning Association (FPA) of Silicon Valley.
John Parker (CRD# 4392233) is an Investment Advisor Representative working at Parker Investment Management, LLC in Atherton, CA and has over 8 years of experience in the finance industry.