Brandon
Miller

Parker Financial LLC

CRD#7367799
Investment Advisor
in Silverdale, WA

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About this Advisor

Brandon Miller is a financial advisor working out of Silverdale, Washington who has 1 year of industry experience. Miller works at Parker Financial LLC. Over the course of their career, they have held roles at First Command Brokerage Services, Inc, Axe Games Omaha, United States Marine Corps, Creighton University, Mountain View High School, First Command Advisory Services, Inc, First Command Insurance Services, Inc and Parker Financial, LLC. Miller holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas and Washington. Parker Financial LLC is a company based out of Silverdale, WA. It handles $130 million in assets across its 270 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 270 customer accounts, just 11% are held by high-net-worth individuals who have more than $1 million in assets. Parker Financial LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fee types billed by Parker Financial LLC most likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

9230 Bay Shore Dr Nw #201
Silverdale, WA 98383

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Parker Financial LLC Brokerage Details

Total Assets Under Management

$130,319,523

WA Average: $3,566,627,242
Total Number of Employees

4

WA Average: 46
Total Number of Accounts

270

WA Average: 1,499
Average Account Size

$482,665

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Brandon Miller Work History

Brandon has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Parker Financial, LLC

2021 - 2021 (< 1 year)

First Command Brokerage Services, Inc

2021 - 2021 (< 1 year)

First Command Brokerage Services, Inc

2021 - 2021 (< 1 year)

First Command Advisory Services, Inc

2021 - 2021 (< 1 year)

First Command Insurance Services, Inc

2018 - 2019 (1 year)

Axe Games Omaha

2017 - 2020 (3 years)

Creighton University

2013 - 2017 (4 years)

United States Marine Corps

2009 - 2013 (4 years)

Mountain View High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brandon Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Parker Financial LLC

Heather Hughes-Henrichsen
Silverdale, WA
Brandon Miller
Silverdale, WA
Jason Parker
Silverdale, WA
Dean Schennum
Silverdale, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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