Brandon P. Parker
Professional summary
Brandon P Parker, CFP®, who also goes by Brandon Patrick Parker, Brandon Parker, is a registered financial advisor currently at GREAT POINT WEALTH ADVISORS, LLC located in Boston, Massachusetts.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Brandon has worked at 2 firms and has passed the SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brandon P Parker's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2023
Experience
June 13, 2023 - Present
GREAT POINT WEALTH ADVISORS, LLC
Office #2: One International Place Suite 4520, Boston, MA 02110January 8, 2019 - May 13, 2022
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
GREAT POINT WEALTH ADVISORS, LLC
CRD#: 147082 / SEC#: 801-70479
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/16/2023)
Exams
Current Firm
GREAT POINT WEALTH ADVISORS, LLC
CRD#: 147082 / SEC#: 801-70479
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,137 |
| AUM (Assets Under Management) | $ 627,528,196 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/06/2024 | ||
| 12/08/2023 | ||
| 01/03/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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