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Brian Daniel Parker

Advisor at Rda Financial Network — Covington, LA

Updated today

Credentials

ChFC®, Series 63, Series 65

Experience

33 years

Location

Covington, LA 70433

Rda Financial Network logo

Rda Financial Network

Team

Total advisors

16

Across 12 offices

Clients per advisor

95 High

Avg AUM per client

$441,373 Very Low

HNW client ratio

2% Very Low

About

Brian Parker is a ChFC® with 33 years of industry experience and is currently associated with Rda Financial Network, where he has worked since 2018. He has held roles at several firms, including Open Source and USA Financial Securities, and has operated as a self-employed advisor since 1984. Outside of advisory work, he serves as an educational presenter for Adult Financial Educational Services and provides notary services. Rda Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Client services

Based on Rda Financial Network

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Rda Financial Network

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

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Fee options

Percentage

Up to 2.05% annually, depending on size and complexity of client account or retirement plan

Commissions

IARs may earn commissions from securities and insurance products sold through United Planners and as independent insurance agents

Project-based

Financial planning billed hourly at $150 - $250 per hour with a minimum of three hours; no flat rate planning fees

Other

Account minimum: $25,000 Minimum fee: Minimum fee for financial planning is $500

Location

See office

Covington, LA

109 Innwood Drive

Covington LA 70433

Advisors at this office

1

Most active in

Louisiana · Texas

Work history

33 years of industry experience

Rda Financial Network

2018 - Present • 8 years

Coralville, IA

Open Source

2017 - 2018 • 1 year

Mandeville, LA

Advanced Financial Concepts

2015 - Present • 11 years

Covington, LA

USA Financial Securities

2015 - 2018 • 3 years

Ada, MI

SELF EMPLOYED

1984 - Present • 42 years

Covington, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kevin K

ChFC®, Series 63

Abita Springs, LA

KLK Capital Wealth Advisors LLC

Kevin Keleher is a ChFC® credentialed advisor with 15 years of industry experience. He is the sole advisor at KLK Capital Wealth Advisors LLC, where he has worked since 2020. Prior to that, he was associated with Lewer Financial Advisors, LLC and The Lewer Agency Inc. He is also a licensed insurance agent specializing in fixed insurance sales. KLK Capital Wealth Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental analysis and Modern Portfolio Theory to tailor investment strategies and offers public seminars and workshops on investment topics.

General retirement planning Cash flow / budgeting General tax planning Long-term care insurance Wealth management
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Gary T

PFS™, Series 65

Mandeville, LA

GT Financial, Ltd., L.L.C.

Gary Thomas is the principal and sole advisor at GT Financial, Ltd., L.L.C. He holds the PFS™ designation and Series 65 registration, with 16 years of experience in financial advising and over 35 years as a CPA. He is also the owner of Gary M. Thomas, CPA, P.C., a public accounting firm that shares office space with his advisory practice, and he divides his time between both businesses. GT Financial serves individual investors as well as pension and profit-sharing plans, trusts, and estates, offering discretionary and non-discretionary portfolio management, limited financial and estate planning, and project-based consulting. The firm emphasizes a long-term, buy-and-hold investment approach and provides retirement plan advisory services, including ERISA plan consulting and discretionary management for plan assets.

General estate planning guidance Cash flow / budgeting
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John C

Series 65

Abita Springs, LA

Common Cents Financial Planning

John Casassa is a financial advisor at Common Cents Financial Planning with one year of industry experience. Prior to entering financial services, he worked at Shell Oil Company for 39 years before retiring in 2020. The firm is operated by Casassa on a part-time basis and plans to allocate volunteer time to first-responder support. Common Cents Financial Planning provides fee-based comprehensive financial planning services to individuals, families, and small-business owners, including discounted or pro bono planning for current and retired firefighters. The firm offers investment recommendations without discretionary management, emphasizes diversified allocations tailored to client objectives, and operates under a fiduciary standard without taking custody of client assets.

General tax planning Founder/Business Owner Mid-Career Professionals Retired
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Paul S

Series 63, Series 65

Madisonville, LA

ICOM Advisors, LLC

Paul Scoggins is a financial advisor with ICOM Advisors, LLC in Covington, LA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with ICOM Advisors since 2010. Outside of his advisory role, he is president and manager of Permian Services Co., LLC, an oil field services company, and serves as managing member of several investment holding and private equity firms. ICOM Advisors, LLC provides portfolio management and analysis services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $123 million in client assets, offering both discretionary and non-discretionary management with an investment approach that includes mutual funds, ETFs, fundamental and technical analysis, and private equity investments when suitable.

Private / alternative investments
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Gianni T

Series 65

Mandeville, LA

Toce Financial Group LLC

Gianni Toce is a financial advisor at Toce Financial Group LLC with a Series 65 designation and three years of industry experience. Prior to joining Toce Financial Group in 2021, he worked at UL Lafayette and the Louisiana School for the Visually Impaired. Toce Financial Group provides discretionary portfolio management and financial planning services to individuals and legal entities, focusing on low-cost, broadly diversified, index-based allocations primarily using ETFs and mutual funds. The firm accommodates clients preferring active management but generally emphasizes passive, long-term asset allocation with tax-aware strategies.

General retirement planning Income planning Tax strategies for small businesses Equity compensation tax strategy Tax-loss harvesting Founder/Business Owner Mid-Career Professionals
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Ryan K

CFP®, Series 66

Mandeville, LA

Kropog Financial Group, LLC

Ryan Kropog is a CFP® with 20 years of industry experience. He has been with Kropog Financial Group, LLC since 2016 and was previously associated with LPL Financial LLC for 20 years. Kropog Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $160 million across about 220 client relationships, focusing on long-term, customized portfolios primarily built from low-cost ETFs and other diversified investments.

Retirement income strategy Wealth management College savings (529s, UTMA, etc.)
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