Brian Parker
Brian Parker is a ChFC-designated registered investment advisor at Rda Financial Network, based in Covington, LA, with 33 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,479 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RDA Financial Network manages client accounts for a percentage of the assets under management. The advisory fee ranges up to 2.05% annually, depending on the size and complexity of the account. The fee is normally charged quarterly, in advance, based on the value of the assets under management on the last day of the prior reporting period. RDAFN advisors may also charge a miscellaneous technology fee, not to exceed $150 per year, debited quarterly.
Location
109 Innwood Drive, Covington, LA, 70433
Get directionsHistory
Regulatory History (7)
Regulatory
October 2019Employment Separation After Allegations
October 2017Customer Dispute
May 2016Customer Dispute
November 2015Regulatory
May 2011Employment Separation After Allegations
January 2011Customer Dispute
December 2001Other Business ActivitiesSells Insurance
Brian is a sales agent for Advanced Financial Concepts, Inc. selling life and health insurance since 2004, dedicating a few hours per week. Brian also owns rental property and provides notary services, dedicating minimal time to each.
Employment History
Current Registrations
Rda Financial Network
Previous Registrations
Open Source Investments, LLC
USA Financial Securities CorporationBroker
USA Financial Securities Corporation
MML Investors Services, LLC
MML Investors Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
National Planning CorporationBroker
Sunamerica Securities, INC.Broker
Securities America, INC.Broker
Profinancial, INC.Broker
Fidelity Equity Services CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.