Whitehall-parker Securities, Inc.

Whitehall-parker Securities, Inc. (CRD# 10608) is a financial advisory firm headquartered in San Francisco, CA. They manage $14,000,000 in 73 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $191,781
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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
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 - 8 of 8 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 25 years of experience in the finance industry.

3
Lisa G. Terk
CRD#: 2772487
477 Pacific Avenue-2nd Floor, San Francisco, CA 94133
93
Wealthminder
score

Lisa Terk (CRD# 2772487) is an Investment Advisor Representative working at Whitehall-parker Securities, Inc. in San Francisco, CA and has over 16 years of experience in the finance industry.

4
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 37 years of experience in the finance industry.

5
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 20 years of experience in the finance industry.

6
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 23 years of experience in the finance industry.

7
Kenneth C. Zupo
CRD#: 4509502
1990 North California Blvd., 8th Floor, Walnut Creek, CA 94595
51
Wealthminder
score

Kenneth Zupo (CRD# 4509502) is an Investment Advisor Representative working at Whitehall-parker Securities, Inc. in Walnut Creek, CA and has over 15 years of experience in the finance industry.

8
Robert J. Yuloo
CRD#: 1303331
880 East Campbell Avenue, Suite #206, Campbell, CA 95008
38
Wealthminder
score

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.