Lowell Parker

Lowell
Parker

Merriman, LLC

CRD#5330738
Investment Advisor
in Seattle, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Lowell Parker, a certified financial planner (CFP) born and raised in Washington State, graduated from the University of Washington with a bachelor’s degree in economics. He is currently a wealth advisor at Merriman, a firm based in the Pacific Northwest with offices in Washington and Oregon. Parker's practice focuses on retirement income and goal-based planning for successful physicians and their families. In addition, he specializes in serving business owners and retirees. Parker requires his clients to have at least $1 million in investable assets. He primarily works with investors in Eugene, Oregon, Spokane, Washington and Seattle. Parker communicates with his clients on a monthly basis. Parker's firm is a fee-only registered investment advisor that charges clients based on assets under management. The firm charges a 1% fee on accounts with up to $1 million, a 0.8% fee on accounts with between $1 million and $3 million, a 0.6% fee on accounts with between $3 million and $5 million and a 0.4% fee on accounts with more than $5 million. Parker says that the most common mistake he sees investors making is lacking an integrated wealth management plan. He says that his firm's advanced planning process integrates an understanding of how to drive returns and control risk into comprehensive wealth management plans that include tax strategy, estate planning and insurance planning. He manages risk in his client portfolios through high-quality fixed income and mechanical trend following systems. In his spare time, Parker enjoys reading, playing the guitar, running and spending time with his wife, two children and friends.

Certifications and Registrations

CFP®, Series 65

Years of Experience

10 years

Services Offered

Lifestyle Maintenance, Wealth Management, Investment Planning

Fee Structure

Asset based fee

Fiduciary

Yes

Disclosures

No

Office Location

800 5th Ave Suite 2900
Seattle, WA

Phone Number

(206) 285-8877

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Advisor Certifications and Licenses

Series 65

CFP®

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Lifestyle Maintenance
  • Wealth Management
  • Investment Planning

Lowell Parker Work History

Lowell has 10 years of experience.

2007 - Present (10 years)

Merriman, LLC

Disclosures

Lowell Parker has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started