Parker Fowler Adam
Investment adviser representative at LPL Financial LLC
24 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- LPL Financial., LLCJul 2024 to now
- Cetera Investment Advisers LLCMar 2024 to Jul 2024
- Telesis Tax and FinancialMay 2021 to Jan 2024
- Cetera Advisors LLCJul 2020 to Jul 2024
- Forward Financial LLCJul 2020 to Jul 2021
- Sportivoai LimitedFeb 2019 to Jul 2021
- Cetera AdvisorsAug 2018 to Oct 2019
- Uc San Diego Rady School of ManagementSep 2017 to Jul 2020
- SchoolSep 2000 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (AZ).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6998772
- Firm CRD
- 6413