Unclaimed Profile

Brian Edward Parker

EP WEALTH ADVISORS, LLC.·TORRANCE, California

Series 6, Series 7, Series 63, Series 6527 years registeredEP WEALTH ADVISORS, LLC.

21535 HAWTHORNE BLVD, TORRANCE, CA 90503CRD# 2747104Firm CRD# 111147

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Edward Parker · TORRANCE, CA

Registration

CRD #2747104 · EP WEALTH ADVISORS, LLC. · 27 years registered

Brand Profile

Not yet started

Career History

EP WEALTH ADVISORS

Aug 2006 – present

PREMIER FINANCIAL MANAGEMENT, LLC

Mar 1999 – Dec 2006

EL SEGUNDO, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · March 16, 1999

Years registered · 27

Disclosure History

2009Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

EP WEALTH ADVISORS, LLC.

CRD 111147 · SEC 801-29358

AUM

$22.3B

Regulatory assets under management

Employees

392

13,185 client accounts

Services offered by EP WEALTH ADVISORS, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EP WEALTH ADVISORS, LLC. →

Introduction

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Frequently Asked Questions

What services does Brian Edward Parker offer?

Brian Edward Parker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TORRANCE, California for a consultation.

What are Brian Edward Parker's credentials?

Brian Edward Parker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Edward Parker located?

Brian Edward Parker is based in TORRANCE, California, working with EP WEALTH ADVISORS, LLC.. Their office serves clients in the TORRANCE metropolitan area and surrounding communities.

How does Brian Edward Parker charge for services?

Brian Edward Parker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EP WEALTH ADVISORS, LLC.?

EP WEALTH ADVISORS, LLC. has approximately 392 employees and manages $22.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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