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William Parker

Rosemary Beach, FL
Broker

William Parker is a registered investment advisor at Wells Fargo Advisors, based in Rosemary Beach, FL. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5 Main St, Unit 3A, Rosemary Beach, FL, 32461

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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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Employment History
Current Registrations
Wells Fargo Advisors
January 2026 - Present · 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2026 - Present · 8 mos
Previous Registrations
LPL Financial LLC
September 2025 - December 2025 · 3 mos
LPL Financial LLCBroker
June 2025 - December 2025 · 6 mos
State Registrations5 states
ALCAFLNJNY
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.