Claim Profile
SP

Scott William Parker

TRUE LINK FINANCIAL ADVISORS, LLC·SAN FRANCISCO, California
Unclaimed Profile
315 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 2729963Firm CRD# 281870
01

About

Scott William Parker is a registered financial advisor based in SAN FRANCISCO, California, affiliated with TRUE LINK FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
TRUE LINK FINANCIAL ADVISORS, LLC
TRUE LINK FINANCIAL ADVISORS
AUM
$1.1B
Regulatory assets under management
Employees
8
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2729963
Firm CRD# 281870
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Scott William Parker offer?
Scott William Parker specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are Scott William Parker's credentials?
Scott William Parker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott William Parker located?
Scott William Parker is based in SAN FRANCISCO, California, working with TRUE LINK FINANCIAL ADVISORS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Scott William Parker charge for services?
Scott William Parker's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRUE LINK FINANCIAL ADVISORS, LLC?
TRUE LINK FINANCIAL ADVISORS, LLC has approximately 8 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →