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Lance Paul Parker

Lance Parker Wealth Management

San Luis Obispo, CA

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Current Employers
Lance Parker Wealth Management

1042 Pacific Street Suite C, San Luis Obispo, CA 93401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-05
TX RA APPROVED_RES 2018-03-30
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-05
  • TX RA
    APPROVED_RES
    Since 2018-03-30

Branch Locations

1042 Pacific Street Suite C, San Luis Obispo, CA 93401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Parker Wealth Advisory Services San Luis Obispo CA 08/2011 Present
  • 08/2011 → Present
    Parker Wealth Advisory Services
    San Luis Obispo, CA
Previous Registrations
  • 2008-12-26 → 2011-09-28
    Securities America Advisors, Inc.
    San Luis Obispo, CA
  • 2004-11-29 → 2008-12-31
    Eplanning Advisors Inc
    San Luis Obispo, CA
  • 1998-10-14 → 2004-12-01
    Financial West Group
    San Luis Obispo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-09-28
S63 Uniform Securities Agent State Law Examination 1994-08-16
  • S65 Uniform Investment Adviser Law Examination
    2006-09-28
  • S63 Uniform Securities Agent State Law Examination
    1994-08-16

View on SEC IAPD

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PEAK WEALTH ADVISORS, INC.
CREW WEALTH MANAGEMENT

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MATT TAPANI KOKKONEN
James Ralph Haack
Joel Martin Dunbar
TODD ALAN THOMAS
CAROLYN JANE HERZOG

Other Offices

COMMONWEALTH FINANCIAL NETWORK · San Luis Obispo, CA
LPL FINANCIAL LLC · SAN LUIS OBISPO, CA
MML INVESTORS SERVICES, LLC · SAN LUIS OBISPO, CA
EDWARD JONES · SAN LUIS OBISPO, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · San Luis Obispo, CA
CORVUS WEALTH ADVISORS LLC · SAN LUIS OBISPO, CA
PEAK WEALTH ADVISORS, INC. · SAN LUIS OBISPO, CA
CREW WEALTH MANAGEMENT · SAN LUIS OBISPO, CA

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