BP
BP

Bryan Parker

27 Years of Experience
Vestavia, AL
Broker

Bryan Parker is a registered investment advisor at Ameriprise Financial Services, LLC, based in Vestavia, AL, with 27 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

1500 Urban Center Dr, Ste 415, Vestavia, AL, 35242

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bryan owns commercial real estate through Parker Southern Building LLC and is involved with Small Business Checks LLC. He also works at Bryan L Parker CPA LLC, doing tax preparation, and serves as Treasurer for Parker, taking about a quarter of his time for each activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2011 - Present · 15 yrs 2 mos
Ameriprise Financial Services, LLCBroker
March 2011 - Present · 15 yrs 2 mos
Ameriprise Financial Services, LLC
March 2011 - Present · 15 yrs 2 mos
Previous Registrations
Metlife Securities INC.
October 2009 - March 2011 · 1 yr 5 mos
Metlife Securities INC.Broker
October 2009 - March 2011 · 1 yr 5 mos
H.D. Vest Advisory Services, INC
May 2006 - October 2009 · 3 yrs 5 mos
H.D. Vest Investment ServicesBroker
October 2002 - October 2009 · 7 yrs
Lincoln Financial Advisors CorporationBroker
October 1993 - May 1998 · 4 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
October 1993 - May 1998 · 4 yrs 7 mos
State Registrations4 states
ALMIMOTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Bryan Parker - Financial Advisor | TrueAdvisor