Whitehall-parker Securities, Inc.

Whitehall-parker Securities, Inc. (CRD# 10608) is a financial advisory firm headquartered in San Francisco, CA. They manage $15,000,000 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $333,333
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Whitehall-parker Securities, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Donald J. Everhart
CRD#: 2150508
100 North Adams Street, Suite B, Dixon, CA 95620
93
Wealthminder
score

Donald Everhart (CRD# 2150508) is an Investment Advisor Representative working at Whitehall-parker Securities, Inc. in Dixon, CA and has over 26 years of experience in the finance industry.

2
Daniel E. Pisenti
CRD#: 1782562
477 Pacific Avenue-2nd Floor, San Francisco, CA 94133
93
Wealthminder
score

Daniel Pisenti (CRD# 1782562) is an Investment Advisor Representative working at Whitehall-parker Securities, Inc. in San Francisco, CA and has over 26 years of experience in the finance industry.

3
William A. Evans
CRD#: 203143
477 Pacific Avenue-2nd Floor, San Francisco, CA 94133
83
Wealthminder
score

William Evans (CRD# 203143) is an Investment Advisor Representative working at Whitehall-parker Securities, Inc. in San Francisco, CA and has over 38 years of experience in the finance industry.

4
James M. Lamont
CRD#: 2846228
250 Bel Marin Keys Blvd., Suite F3, Novato, CA 94949
71
Wealthminder
score

James Lamont (CRD# 2846228) is an Investment Advisor Representative working at Whitehall-parker Securities, Inc. in Novato, CA and has over 21 years of experience in the finance industry.

5
Kamran F. Shadan
CRD#: 2406937
477 Pacific Avenue-2nd Floor, San Francisco, CA 94133
58
Wealthminder
score

Kamran Shadan (CRD# 2406937) is an Investment Advisor Representative working at Whitehall-parker Securities, Inc. in San Francisco, CA and has over 24 years of experience in the finance industry.

6
Kenneth C. Zupo
CRD#: 4509502
1990 N. California Blvd., 8th Floor, Walnut Creek, CA 94596
39
Wealthminder
score

Kenneth Zupo (CRD# 4509502) is an Investment Advisor Representative working at Whitehall-parker Securities, Inc. in Walnut Creek, CA and has over 16 years of experience in the finance industry.

7
Robert J. Yuloo
CRD#: 1303331
477 Pacific Avenue-2nd Floor, San Francisco, CA 94133
38
Wealthminder
score

Robert Yuloo (CRD# 1303331) is an Investment Advisor Representative working at Whitehall-parker Securities, Inc. in San Francisco, CA and has over 33 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.