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Dustin Powers Parker

Investment adviser representative at Box Financial Advisors, LLC
19 yearsExperience
2 statesRegistered in
$96.9MFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

19 years in the industry.

  1. Box Financial Advisors, LLCFeb 2026 to now
  2. Box Insurance AgencyJan 2007 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 2 states (NE, TX).

Box Financial Advisors, LLC

$96.9MAssets managed
235Clients
2Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5861540
Firm CRD
155623
Advisor's SEC record (opens in a new tab)
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