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Kathleen P
Series 65
Riverton, WY
Fremont Financial Advisors Inc.
Kathleen Parker is a financial advisor at Fremont Financial Advisors Inc. in Riverton, WY, with 13 years of industry experience. She holds a Series 65 designation and has been with Fremont Financial Advisors since 2007. Parker is also licensed to sell life, accident, health, sickness, and disability insurance in Wyoming, dedicating approximately 10% of her time to this area. Fremont Financial Advisors serves small businesses and individual clients, focusing on medium- to high-net-worth households by providing comprehensive financial planning and coordinating with external specialists. The firm facilitates client investment through third-party RIAs and a digital advisory option without directly managing client assets.
James P
Series 63, Series 65, Series 66
Riverton, WY
Fremont Financial Advisors Inc.
James Parker is an investment advisor representative with Fremont Financial Advisors Inc. in Riverton, Wyoming, holding Series 63, 65, and 66 licenses and 11 years of industry experience. He is also owner of Fremont Financial Inc., Wyoming Benefits, Inc., and Sun Realty Inc., where he engages in health, life, and annuities insurance, group voluntary products, and real estate brokerage. Fremont Financial Advisors serves small businesses and individual clients, focusing on medium- to high-net-worth households by providing comprehensive financial planning and coordinating outside specialists. The firm offers access to outsourced investment management through third-party RIAs and a digital advisory option, emphasizing a collaborative process with external experts to select suitable platforms and strategies.
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