Donna Barrett Parker

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/1986 → Present
  Connecticut Mutual Life Ins. Company
  Orange, CA
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Round Rock, TX
• 11/2018 → 09/2023
  Royal Alliance Associates, Inc.
  Round Rock, TX
• 09/2023 → Present
  Osaic Wealth, Inc
  Round Rock, TX

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Round Rock, TX
  Canadian, TX
  Pflugerville, TX
• 2009-09-04 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Round Rock, TX
  Canadian, TX
• 1998-06-19 → 2009-09-04
  Transamerica Financial Advisors, Inc.
  Aliso Viejo, CA
  Canadian, TX
  Aliso Viejo , CA
  Round Rock, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-15
• S63 Uniform Securities Agent State Law Examination
  1998-03-07

Designations

• Certified Financial Planner

Other Names

• Donna Barrett Eriksen
• Donna Barrett Szumski