A complete list of active advisors currently associated with Parker Financial LLC

Warmer can help you find a great advisor at Parker Financial LLC or one who fits your needs even better.

Parker Financial LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, and also offers insurance product solutions and referrals to other financial professionals. The firm documents client goals and constraints in an Investment Policy Statement and offers standalone financial planning and consulting in addition to ongoing portfolio management. Investment implementation is typically discretionary and guided by fundamental analysis, with portfolios that often emphasize ETFs and mutual funds and utilize both long- and short-term trading approaches. Parker Financial also directs clients to third‑party platform managers (including sub‑advisory relationships with Envestnet and Freedom Advisor) for tactical and strategic model portfolios and supervises certain AI tools for transcription and preliminary data analysis to support research and notes. A few features distinguish the firm from many peers: it regularly publishes free e-newsletters and conducts educational seminars (including pro‑bono events and workbook offerings) for the public, activities that are relatively uncommon among similar advisers. The firm operates with a small advisory team while overseeing a substantial asset base, discloses fee‑sharing/solicitor arrangements with third‑party managers, and maintains a single designated reviewer who performs monthly portfolio reviews; it also discloses that some representatives are insurance‑licensed and may receive commission compensation.

To learn more about the advisors currently working at Parker Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.