BE
Brian Edward Parker
CRD 2747104
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Ep Wealth Advisors, Llc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Ep Wealth Advisors, Llc.
Managing Director · Less than 5% · Aug 2024
-
Ep Wealth Advisors, Llc.
Shareholder · 25% – 50% · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗