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Parker A Bush

Coastedge Partners, LLC

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About Parker A Bush

Parker A. Bush is a financial advisor currently registered with Coastedge Partners, LLC. Parker has been in the industry since September 2013 and is registered in California, Minnesota, and Texas. Prior to joining Coastedge Partners, LLC, Parker worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Parker holds the Series 7 and Series 66 licenses and has experience in various advisory services, including financial planning, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles.

Firm Information

Parker Bush is currently registered with Coastedge Partners, LLC. Coastedge Partners, LLC is a registered investment adviser based in La Jolla, CA with approximately $1 billion to $10 billion in assets under management. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. They serve high-net-worth individuals, charitable organizations, corporations, pension plans, and pooled investment vehicles.
Coastedge Partners, LLC

888 PROSPECT ST.

LA JOLLA, CA 92037

$1.65B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Parker Bush’s Registration & Firm History

CA

07/11/2016 - Present

Coastedge Partners, LLC (LA JOLLA CA)

CA

09/26/2013 - 08/12/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LA JOLLA CA)

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Licenses & Designations

BOTH

Issued 12/21/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/26/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Parker A Bush.
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