Parker Financial LLC

Overview

Parker Financial LLC is an SEC registered investment adviser based in Silverdale, WA, registered since 2007. It reports $272M in assets under management across 304 accounts, with 5 employees. It has 4 investment adviser representatives.

Reported AUM

$272M

Discretionary

100%

Accounts

304

Average account

$895K

Employees

5

Advisory reps

4

Registered since

2007

Jurisdictions

7

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Periodicals or Newsletters
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 1 of 1

• Jason Randall Parker President, Chief Compliance Officer CRD 5352178

Advisory reps 3 of 4

• Heather Dawn Hughes-Henrichsen Insurance Agent · Investment Adviser Rep CRD 6083955
• Tiffany Dawn Lally Investment Adviser Rep CRD 2477657
• Jason R Parker Insurance Agent · Investment Adviser Rep CRD 5352178

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

9230 Bay Shore Dr NW Ste 201
Silverdale, WA 98383

County

Kitsap

Metro area

Bremerton-Silverdale-Port Orchard, WA

Region

West

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: soundretirementscore.com

Every state, with registration dates

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