Unclaimed Profile

Chad William Parker

PARKER ADVISORY GROUP, LLC·ST. GEORGE, Utah

Series 6, Series 7, Series 63, Series 6526 years registeredPARKER ADVISORY GROUP, LLC

20 NORTH MAIN STREET, ST. GEORGE, UT 84770CRD# 3091614Firm CRD# 150946

Profile Verification

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

Identity

Chad William Parker · ST. GEORGE, UT

Registration

CRD #3091614 · PARKER ADVISORY GROUP, LLC · 26 years registered

Brand Profile

Not yet started

Career History

EP WEALTH ADVISORS

Feb 2024 – present

PARKER ADVISORY GROUP, LLC

Sep 2009 – Mar 2024

ST. GEORGE, UT

PERIOPE, LC

Aug 2007 – Oct 2009

ST. GEORGE, UT

ALLEGIS ADVISORS, INC.

Feb 2005 – Aug 2007

SALT LAKE CITY, UT

ESI FINANCIAL ADVISORS

Mar 2000 – Jan 2005

ST. GEORGE, UT

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · March 16, 2000

Years registered · 26

Disclosure History

2001Customer Dispute·Denied

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

PARKER ADVISORY GROUP, LLC

CRD 150946 · SEC 801-110931

AUM

$188M

Regulatory assets under management

Employees

463 client accounts

Services offered by PARKER ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PARKER ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Chad William Parker offer?

Chad William Parker specializes in Financial Planning, Investment Management. Contact their office in ST. GEORGE, Utah for a consultation.

What are Chad William Parker's credentials?

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

Where is Chad William Parker located?

Chad William Parker is based in ST. GEORGE, Utah, working with PARKER ADVISORY GROUP, LLC. Their office serves clients in the ST. GEORGE metropolitan area and surrounding communities.

How does Chad William Parker charge for services?

Chad William Parker's firm is compensated through hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARKER ADVISORY GROUP, LLC?

PARKER ADVISORY GROUP, LLC has approximately 4 employees and manages $188M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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