Brian Daniel Parker
ChFC®, CLU®Professional Summary
Brian Daniel Parker, ChFC®, CLU® is a registered financial advisor currently at RDA FINANCIAL NETWORK located in Covington, Louisiana. Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Brian has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
MORGAN STANLEY & CO. LLC
LPL FINANCIAL LLC
MARINER
MORGAN STANLEY
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
MORGAN STANLEY & CO. LLC
LPL FINANCIAL LLC
MARINER
MORGAN STANLEY
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
MORGAN STANLEY & CO. LLC
LPL FINANCIAL LLC
MARINER
MORGAN STANLEY
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
MORGAN STANLEY & CO. LLC
LPL FINANCIAL LLC
MARINER
MORGAN STANLEY
Credentials
Years of Experience
35 years in the financial services industry
Current & Past Employments
Similar Advisors
MORGAN STANLEY & CO. LLC
LPL FINANCIAL LLC
MARINER
MORGAN STANLEY
Current Firm
ADVANCED FINANCIAL CONCEPTS | YANTIS AND ASSOCIATES FINANCIAL ADVISORS | THE ROTH COMPANIES, INC. | RYAN FINANCIAL NETWORK | RDA FINANCIAL NETWORK, INC. | RDA FINANCIAL NETWORK | MONETARY STRATEGIES | MIMS FINANCIAL SERVICES | LUCASIAN WEALTH MANAGEMENT | LEGACY FINANCIAL LLC | LANE FAMILY WEALTH MANAGEMENT | INTERACTIVE FINANCIAL SERVICES | BOBB FINANCIAL | ASCENT ADVISORY SOLUTIONS
Contact Information
Main Address
321 Reed Street Suite #2, Akron, IA 51001Mailing Address
321 Reed Street Suite #2, Akron, IA 51001Phone Number
(888) 300-4975# of Employees
17SEC notice filing (42 States and Territories)
Registered to provide investment advisory services in 42 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,522AUM (Assets Under Management)
$675,162,330Similar Advisors
MORGAN STANLEY & CO. LLC
LPL FINANCIAL LLC
MARINER
MORGAN STANLEY
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.
Similar Advisors
MORGAN STANLEY & CO. LLC
LPL FINANCIAL LLC
MARINER
MORGAN STANLEY
Primary Firm SEC Registration
ADVANCED FINANCIAL CONCEPTS | YANTIS AND ASSOCIATES FINANCIAL ADVISORS | THE ROTH COMPANIES, INC. | RYAN FINANCIAL NETWORK | RDA FINANCIAL NETWORK, INC. | RDA FINANCIAL NETWORK | MONETARY STRATEGIES | MIMS FINANCIAL SERVICES | LUCASIAN WEALTH MANAGEMENT | LEGACY FINANCIAL LLC | LANE FAMILY WEALTH MANAGEMENT | INTERACTIVE FINANCIAL SERVICES | BOBB FINANCIAL | ASCENT ADVISORY SOLUTIONS
State Registrations and Notice Filings
(9/20/2018)
(12/6/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 1991About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Sep 1997About the Series 26 examSimilar Advisors
MORGAN STANLEY & CO. LLC
LPL FINANCIAL LLC
MARINER
MORGAN STANLEY
CRS (Client Relationship Summary) - RIA
Click below to view Brian Daniel Parker's CRS (Customer Relationship Summary).
Similar Advisors
MORGAN STANLEY & CO. LLC
LPL FINANCIAL LLC
MARINER
MORGAN STANLEY
