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Parker Mcfadden

ECHELON CAPITAL
El Segundo, CA
·CRD# 7314089·2 years experience

Professional Summary

Parker Mcfadden is a registered financial advisor currently at ECHELON CAPITAL located in El Segundo, California. Parker is registered as a RR (Registered Representative) and started their career in finance in 2024. Parker has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Years of Experience

2 years in the financial services industry

Current & Past Employments

ECHELON CAPITAL·CRD# 155228
BD
2321 Rosecrans Avenue Ste 3285, El Segundo, CA 90245
December 23, 2024 - Present
GLOBALIST CAPITAL, LLC·CRD# 152786
BD
Santa Monica, CA
June 27, 2024 - November 22, 2024

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Current Firm

EC
ECHELON CAPITAL

ECHELON CAPITAL | ECHELON CAPITAL PARTNERS, LLC

CRD#: 155228 / SEC#: 8-68705
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

Contact Information

Main Address

2321 Rosecrans Avenue Suite 3285, El Segundo, CA 90245

Mailing Address

2321 Rosecrans Avenue Suite 3285, El Segundo, CA 90245

Phone Number

(888) 560-9027

Established

Delaware since 07/28/2010

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (4 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
SEIVERT, DANIEL BRIANCEO, CCO & MANAGING PARTNER2286266
TALLAKSEN, JUSTIN ALEXANDERFINOP6636320

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(12/23/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2024About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jun 2024About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Dec 2023About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

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

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