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FIRM PROFILE
Overview
BILL PARKER AGENCY is located at 4528 Millrace Rd., Sacramento, CA 95864-0826 and was first established at San Francisco, California in 01/09/1986. After operating for 40 years, BILL PARKER AGENCY has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BILL PARKER AGENCY’s clients are individuals and 0% of their clients are high net worth individuals. BILL PARKER AGENCY has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BILL PARKER AGENCY are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BILL PARKER AGENCY‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BILL PARKER AGENCY. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for BILL PARKER AGENCY Comes From
Understanding the Statistics for BILL PARKER AGENCY and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
4528 Millrace Rd., Sacramento, CA 95864-0826
Po Box 201, Carmichael, CA 95609-0201
Small
(866) 488-5222
California since 01/09/1986
Partnership
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at BILL PARKER AGENCY
Brenda Lee Parker
William Robert Parker
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