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 25 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 24 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 15 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 19 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 22 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 14 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 32 years of experience in the finance industry.

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