Parker Fowler Adam

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → 07/2020
  Uc San Diego Rady School Of Management
  San Diego, CA
• 09/2000 → 06/2017
  School
  Columbia, MO
• 08/2018 → 10/2019
  Cetera Advisors
  Denver, CO
• 02/2019 → 07/2021
  Sportivoai Limited
  San Diego, CA
• 07/2020 → 07/2021
  Forward Financial Llc
  Cokumbia, SC
• 07/2020 → 07/2024
  Cetera Advisors Llc
  Denver, CO
• 05/2021 → 01/2024
  Telesis Tax And Financial
  San Diego, CA
• 03/2024 → 07/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2024 → Present
  Lpl Financial., Llc
  Scottsdale, AZ

Previous Registrations

• 2024-03-21 → 2024-07-09
  Cetera Investment Advisers Llc
  San Diego, CA
  San Diego, CA
  Scottsdale, AZ
• 2020-07-06 → 2024-03-21
  Cetera Advisors Llc
  San Diego, CA
  San Diego, CA
  Columbia, MO
  San Diego, CA
  Scottsdale, AZ
  San Diego, CA
• 2019-09-20 → 2019-11-19
  Cetera Advisors Llc
  Columbia, MO
  San Diego, CA

Other Businesses

1- 06/06/2024 / Future Financial. LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s).

Exams

• S66 Uniform Combined State Law Examination
  2018-09-27

Other Names

• Parker Adam