Profil
Mr. Brian E.
Parker is a Co-Founder & Managing Director at EP Wealth Advisors LLC.
He is responsible for helping his clients align their finances, investments, and taxes with their life goals as well as determine the direction of the firm as part of the Operating Committee and Investment Committee.
As a business owner himself, he specializes in the wealth management needs of other small business owners as well as lawyers, doctors, executives, and employees of publicly-traded companies, real estate investors, divorcees, widows, and retirees.
Mr. Parker was previously employed as a Board Member by Charles Schwab & Co., Inc. (Broker), a Secretary & Director by EPWA, Inc., and a Board Member by TD Ameritrade, Inc. He earned placement in Forbes’ Best-In-State Advisors in 2019, 2021, and 2022.
The Los Angeles Business Journal named him one of the most Influential Wealth Managers in 2018, 2019, and 2020.
He provided investment and financial advice commentary for The Wall Street Journal, The Street, and has a feature in Financial Advisor Magazine.
He earned his Economics degree from the University of California, Santa Barbara.
Aktive Positionen von Brian Parker
| Unternehmen | Position | Beginn |
|---|---|---|
EP Wealth Advisors LLC
 EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Gründer | 01.01.2004 |
Ehemalige bekannte Positionen von Brian Parker
| Unternehmen | Position | Ende |
|---|---|---|
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Corporate Officer/Principal | - |
EPWA, Inc.
 EPWA, Inc. Investment ManagersFinance EPWA, Inc. operates as an investment holding company. It provides advisory and financial planning services. The company is headquartered in Torrance, CA. | Direktor/Vorstandsmitglied | - |
TD Ameritrade, Inc.
 TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Corporate Officer/Principal | - |
Ausbildung von Brian Parker
| University of California, Santa Barbara | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Finance |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Finance |
EPWA, Inc.
EPWA, Inc. Investment ManagersFinance EPWA, Inc. operates as an investment holding company. It provides advisory and financial planning services. The company is headquartered in Torrance, CA. | Finance |
