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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Parker is a financial advisor with EP Wealth Advisors. Brian has over 25 years of experience in the financial services industry. He specializes in retirement planning, financial planning and portfolio management. Brian holds a Series 6, 7, 63, and 65 licenses and is also a Certified Financial Planner. He is committed to helping individuals and families achieve their financial goals. Brian is passionate about his clients and works diligently to understand their individual needs. He prides himself on providing personalized and comprehensive advice that is tailored to each client's unique situation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
04/22/2010 - Present
EP Wealth Advisors (TORRANCE CA)
CA
02/13/2009 - 01/02/2013
SECURITIES SERVICE NETWORK, INC. (TORRANCE CA)
CA
12/01/2004 - 02/13/2009
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (TORRANCE CA)
NV
03/29/1999 - 11/30/2004
FINANCIAL WEST GROUP (RENO NV)
MA
06/19/1996 - 05/25/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
06/19/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 02/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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