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PARKER FINANCIAL LLC
CRD 144293 · SEC 801-121333
9230 BAY SHORE DR NW #201, SILVERDALE, WA, 98383, United States
Phone
360-337-2701
Fax
360-337-7714
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$272.0M
Discretionary AUM
$272.0M
Team
5 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 262 | $171.2M |
| High net worth individuals | 40 | $96.2M |
| Corporations/business entities | 2 | $4.6M |
States served
AZ, CA, NC, WA, TX
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/PARKER-FINANCIAL-LLC-1426220497614605/?REF=BOOKMARKS
- https://www.linkedin.com/in/jason-parker-a501125/
- HTTP://WWW.SOUNDRETIREMENTRADIO.COM
- HTTP://WWW.PARKER-FINANCIAL.NET
- HTTPS://WWW.FACEBOOK.COM/SOUNDRETIREMENTPLANNING/
- HTTP://WWW.SOUNDRETIREMENTPLANNING.COM
- https://soundretirementscore.com/
Official SEC filing: View on IAPD