Bill Parker Agency

Broker-DealerFINRA MemberEst. 1976
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Sacramento, California
CRD number
6783
Registered since
March 17, 1976

Firm profile

FINTRX

Overview

Bill Parker Agency is organized as a partnership and operates primarily as an insurance broker-dealer. The firm has been SEC registered since 1976 and is owned by an individual. Available records classify the firm as focused on insurance brokerage rather than as a capital allocator or active investment manager: it is not identified as a multi-state adviser, a pension consultant, or an active ESG investor. The public snapshot does not list advisory mandates, fee schedules, or a disclosed client base tied to advisory or discretionary asset management. That positioning — broker-dealer / insurance intermediary rather than an asset-management business — aligns with the absence of reported investment allocation activity in the dataset.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Brenda Parker

    Registered Securities BrokerCRD 2179361

  • William Parker

    PrincipalCRD 356820

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Sacramento, CA

Sacramento

Location

Sacramento, CA

Headquartered in Sacramento, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
Sacramento
Address
4528 Millrace Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth