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William R. Parker

BILL PARKER AGENCY
SACRAMENTO, CA
Some features on this profile are disabled
CRD#: 356820
WP

Professional summary

William Robert Parker is a registered financial professional currently at BILL PARKER AGENCY located in Sacramento, California.

William is registered as a RR (Registered Representative) and started their career in finance in 1970. William has worked at 3 firms and has passed the Series 7TO, Series 99TO, SIE, Series 1, Series 27, Series 24, F04 and Series 00 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view William Robert Parker's CRS (Customer Relationship Summary).
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

November 21, 1974 - Present

BILL PARKER AGENCY

Office #2: 4528 Millrace Rd., Sacramento, CA 95864-0826
BD
CRD#: 6783
SACRAMENTO, CA
Past

March 18, 1970 - August 5, 1975

CALIFORNIA-WESTERN STATES LIFE INSURANCE COMPANY

BD
CRD#: 132
Past

March 18, 1970 - August 5, 1975

CAL-WESTERN SECURITIES CO.

BD
CRD#: 130

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 1
Date: 3/12/1970
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 27
Date: 1/2/2023
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/2/2023
General Securities Principal Examination
Principal/Supervisory Exam
RR
F04
Date: 10/24/1974
Financial Principal Examination
Principal/Supervisory Exam
RR
Series 00
Date: 7/22/1974
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BP
BILL PARKER AGENCY
BILL PARKER AGENCY | WILLIAM R. PARKER | BRENDA LEE PARKER

CRD#: 6783 / SEC#: , 8-20744

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information

Main Address
4528 Millrace Rd., Sacramento, CA 95864-0826
Mailing Address
Po Box 201, Carmichael, CA 95609-0201
Phone number
(866) 488-5222
Established
California since 01/09/1986
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PARKER, BRENDA LEEFINANCIAL OPERATIONS PRINCIPAL2179361
PARKER, BRENDA LEECHIEF FINANCIAL OFFICER2179361
PARKER, BRENDA LEECHIEF COMPLIANCE OFFICER2179361

Disclosures

Regulatory Event1

Red Flags

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Company Information

BILL PARKER AGENCY

CRD#: 6783Sacramento, CA

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