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LP

Lewis R. Parker

PARKER FINANCIAL INSURANCE SERVICES
Murrieta, CA
Some features on this profile are disabled
CRD#: 2052652
LP

Professional summary

Lewis Rulon Parker is a registered financial advisor currently at PARKER FINANCIAL INSURANCE SERVICES located in Murrieta, California.

Lewis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Lewis has worked at 8 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lewis Rulon Parker's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 22, 2023 - Present

PARKER FINANCIAL INSURANCE SERVICES

RIA
CRD#: 136038
Murrieta, CA
Past

January 14, 2009 - September 3, 2009

WARNER BECK INCORPORATED

BD
CRD#: 11076
SAN DIEGO, CA
Past

November 8, 2004 - October 16, 2006

WARNER BECK INCORPORATED

BD
CRD#: 11076
SAN DIEGO, CA
Past

May 10, 2001 - December 31, 2002

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

December 17, 1997 - December 31, 2000

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SYRACUSE, NY
Past

April 27, 1994 - December 31, 1997

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

December 19, 1991 - May 3, 1994

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

April 2, 1991 - December 13, 1991

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

April 2, 1991 - December 13, 1991

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(12/22/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 5/15/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 7/28/1994
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/1/1991
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/30/1998
General Securities Principal Examination

Current Firm

PF
PARKER FINANCIAL INSURANCE SERVICES
LEWIS R. PARKER | PARKER FINANCIAL INSURANCE SERVICES

CRD#: 136038 / SEC#:

California
Registered Investment Advisory firm - (5/29/1998 Approved)
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Contact information

Main Address
Murrieta, CA
Mailing Address
25060 Hancock Ave. Suite 103-103, Murrieta, CA 92562
Phone number
(858) 487-8750
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts3
AUM (Assets Under Management)$ 551,391

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PARKER FINANCIAL INSURANCE SERVICES

CRD#: 136038Murrieta, CA

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