BILL PARKER AGENCY

Broker-DealerFINRA MemberEst. 1976
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
SACRAMENTO, California
CRD number
6783
Registered since
March 17, 1976

Firm profile

FINTRX

Overview

Bill Parker Agency is organized as a partnership and has been SEC-registered since 1976. The firm is privately owned by an individual and is classified in the available data as “unclassified.” The record indicates the firm does not identify as a capital allocator, is not active on ESG investing, and is not registered as a multi-state adviser. It also does not list itself as a pension consultant or a related adviser and is not newly formed. The dataset contains minimal descriptive detail about the firm’s clients, fee schedules, advisory activities, or investment preferences; those items were not provided in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • BRENDA PARKER

    Registered Securities BrokerCRD 2179361

  • WILLIAM PARKER

    PrincipalCRD 356820

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SACRAMENTO, CA

SACRAMENTO

Location

SACRAMENTO, CA

Headquartered in SACRAMENTO, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
SACRAMENTO
Address
4528 Millrace Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth