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 has been SEC-registered since 1976. Ownership is held at the individual level; beyond that the firm’s public profile is sparse. The firm does not identify itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. It is not flagged as newly formed, a pension consultant, or part of a related-adviser structure. The firm has not provided descriptive information about its advisory activities, business lines, or external affiliations.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Brenda Parker

    Registered Securities BrokerCRD 2179361

  • William Parker

    PrincipalCRD 356820

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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